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Compare AU
Compare RBTZ vs. LEVR
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 Betashares Global Robotics and Artificial Intelligence ETF (RBTZ) and the First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RBTZ | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 588 | 3 |
Median incremental investment | $748.05 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,420.37 | $4,017.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
RBTZ | LEVR | |
|---|---|---|
Strategy | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. | 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. |
Top 3 holdings | KEYENCE CORP (10.49 %) NVIDIA CORP (9.80 %) ABB LTD (9.26 %) | BHP Group Ltd (13.64 %) Commonwealth Bank of Australia (12.08 %) National Australia Bank Ltd (7.67 %) |
Top 3 industries | Other (57.92 %) Information Technology (25.64 %) Health Care (7.12 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | United States (43.89 %) Japan (28.26 %) Switzerland (9.86 %) | Australia (94.34 %) United States (5.66 %) |
Management fee | 0.57 % | 0 % |
Key Summary
RBTZ | LEVR | |
|---|---|---|
Issuer | BetaShares | First Sentier |
Tracking index | Indxx Global Robotics & Artificial Intelligence Thematic Index | |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0 % |
Price | $13.79 | $1.36 |
Size | $290.427 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.13 % | 2.03 % |
Market | ASX | ASX |
First listed date | 14/09/2018 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RBTZ | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 588 | 3 |
Median incremental investment | $748.05 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,420.37 | $4,017.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RBTZ | LEVR | |
|---|---|---|
Pros |
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Cons |
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RBTZ | LEVR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |