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Compare AU
Compare L1IF 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 L1 Capital International (Unhedged) Active ETF (L1IF) 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
L1IF | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 34 |
Median incremental investment | $10,065.14 | $1,744.13 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,735.17 | $5,554.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
L1IF | EX20 | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | HCA Healthcare Inc (8.48 %) AerCap Holdings NV (8.30 %) Microsoft Corp (7.47 %) | SPI 200 FUTURES DEC25 (0 %) NORTHERN STAR RESOURCES LTD (3.73 %) EVOLUTION MINING LTD (2.27 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | 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 | 1.2 % | 0.25 % |
Key Summary
L1IF | EX20 | |
|---|---|---|
Issuer | L1 Capital | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.25 % |
Price | $6.99 | $24.02 |
Size | N/A | $589.745 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 2.86 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 34 |
Median incremental investment | $10,065.14 | $1,744.13 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,735.17 | $5,554.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
L1IF | EX20 | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | 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 |