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Compare R3AL vs. DJRE
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 Clearbridge Real Income Fund - Active ETF (R3AL) and the State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
R3AL | DJRE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 128 |
Median incremental investment | $0 | $1,046.08 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,114.74 |
Average age group | N/A | > 35 |
Key Summary
R3AL | DJRE | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 490.4m in AUM and 39 holdings. 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. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 530.12m in AUM and 223 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) | Prologis Inc (8.40 %) Welltower Inc (7.44 %) Public Storage (6.58 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0 % | 0.2 % |
Key Summary
R3AL | DJRE | |
|---|---|---|
Issuer | Martin Currie | State Street |
Tracking index | S&P ASX 200 | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 0.2 % |
Price | $1.55 | $21.29 |
Size | $479.553 million | $521.746 million |
10Y return | N/A | 3.05 % |
Annual distribution yield (5Y) | 4.17 % | 3.62 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | DJRE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 128 |
Median incremental investment | $0 | $1,046.08 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,114.74 |
Average age group | N/A | > 35 |
Pros and Cons
R3AL | DJRE | |
|---|---|---|
Pros |
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Cons |
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R3AL | DJRE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |