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Compare R3AL vs. ISLM
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 Hejaz Equities Fund Active ETF (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
R3AL | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 41 |
Median incremental investment | $999.94 | $643.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $989.56 | $1,304.25 |
Average age group | > 35 | 26 - 35 |
Key Summary
R3AL | ISLM | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on large cap 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. | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | Transurban Group (6.90 %) Scentre Group (6.69 %) Aurizon Holdings Ltd (6.53 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.69 %) Advanced Micro Devices Inc (5.81 %) Gaztransport et technigaz SA (5.58 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (39.22 %) Australia (21.95 %) China (11.87 %) |
Management fee | 0 % | 1.89 % |
Key Summary
R3AL | ISLM | |
|---|---|---|
Issuer | Martin Currie | Hejaz |
Tracking index | S&P ASX 200 | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 0 % | 1.89 % |
Price | $1.46 | $1.155 |
Size | $413.557 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.71 % | 7.86 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 41 |
Median incremental investment | $999.94 | $643.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $989.56 | $1,304.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
R3AL | ISLM | |
|---|---|---|
Pros |
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Cons |
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R3AL | ISLM |
|---|---|
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 distribution yield | Higher distribution yield |