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Compare LEVR vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $3,056.34 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,663.37 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
LEVR | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | Scentre Group (6.70 %) APA Group (5.73 %) Digital Realty Trust Inc (5.23 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | ||
Management fee | 0 % | 0 % |
Key Summary
LEVR | R3AL | |
|---|---|---|
Issuer | First Sentier | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $1.465 | $1.635 |
Size | N/A | $497.441 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 3.74 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $3,056.34 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,663.37 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
LEVR | R3AL | |
|---|---|---|
Pros |
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Cons |
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LEVR | R3AL |
|---|---|
Lower distribution yield | Higher distribution yield |