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Compare R3AL vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
R3AL | ESTX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 116 |
Median incremental investment | $0 | $1,033.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,328.52 |
Average age group | N/A | > 35 |
Key Summary
R3AL | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | Scentre Group (6.53 %) Aurizon Holdings Ltd (6.46 %) Transurban Group (5.74 %) | ASML Holding NV (10.99 %) SAP SE (4.08 %) Siemens AG (4.05 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0 % | 0.35 % |
Key Summary
R3AL | ESTX | |
|---|---|---|
Issuer | Martin Currie | ETFS |
Tracking index | S&P ASX 200 | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $1.555 | $102.58 |
Size | $472.840 million | $430.752 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.17 % | 3.14 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | ESTX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 116 |
Median incremental investment | $0 | $1,033.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,328.52 |
Average age group | N/A | > 35 |
Pros and Cons
R3AL | ESTX | |
|---|---|---|
Pros |
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Cons |
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R3AL | ESTX |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |