Compare AU
Compare QUAL vs. ERTH
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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | ERTH | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 372 |
Median incremental investment | $858.17 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $933.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | ERTH | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Information Technology (42.42 %) Communication Services (22.91 %) Health Care (19.91 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
QUAL | ERTH | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $58.87 | $9.24 |
Size | $7.244 billion | $98.112 million |
10Y return | 261.17 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 0.58 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | ERTH | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 372 |
Median incremental investment | $858.17 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $933.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | ERTH | |
|---|---|---|
Pros |
| |
Cons |
|
QUAL | ERTH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |