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Compare IMLC vs. EX20
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the IML Concentrated Aus Share Fund - Active ETF (IMLC) and the Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMLC | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $997.50 | $1,744.13 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,182.32 | $5,444.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMLC | EX20 | |
|---|---|---|
Strategy | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | CSL Ltd (10.36 %) The Lottery Corp Ltd (8.48 %) Brambles Ltd (8.40 %) | SPI 200 FUTURES DEC25 (0 %) NORTHERN STAR RESOURCES LTD (3.82 %) EVOLUTION MINING LTD (2.33 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 0.993 % | 0.25 % |
Key Summary
IMLC | EX20 | |
|---|---|---|
Issuer | IML | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.993 % | 0.25 % |
Price | $4.33 | $23.67 |
Size | N/A | $606.852 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.35 % | 2.86 % |
Market | ASX | ASX |
First listed date | 31/07/2023 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMLC | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $997.50 | $1,744.13 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,182.32 | $5,444.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMLC | EX20 | |
|---|---|---|
Pros |
| |
Cons |
|
IMLC | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |