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Compare LEVR vs. AUST
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $3,056.34 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,524.86 | $1,983.52 |
Average age group | 26 - 35 | < 26 |
Key Summary
LEVR | AUST | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 34.24m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) | SPI 200 FUTURES MAR26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.73 %) BHP GROUP LTD (9.68 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (94.34 %) United States (5.66 %) | Australia (95.40 %) United States (3.05 %) New Zealand (0.60 %) |
Management fee | 0 % | 0.49 % |
Key Summary
LEVR | AUST | |
|---|---|---|
Issuer | First Sentier | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.49 % |
Price | $1.385 | $17.71 |
Size | N/A | $33.183 million |
10Y return | N/A | 19.02 % |
Annual distribution yield (5Y) | 2.74 % | 3.57 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $3,056.34 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,524.86 | $1,983.52 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
LEVR | AUST | |
|---|---|---|
Pros |
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Cons |
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LEVR | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |