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Compare REIT vs. BGBL
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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
REIT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 98 | 989 |
Median incremental investment | $993.50 | $2,014.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,529.88 | $8,185.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
REIT | BGBL | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 777.07m in AUM and 309 holdings. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4416.83m in AUM and 1186 holdings. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Welltower Inc (8.32 %) Prologis Inc (7.64 %) Equinix Inc (6.25 %) | MSCI WORLD INDEX SEP26 (0 %) NVIDIA CORP (5.66 %) APPLE INC (4.91 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.43 % | 0.08 % |
Key Summary
REIT | BGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.08 % |
Price | $16.72 | $84.39 |
Size | $761.258 million | $4.463 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.24 % | 1.03 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 98 | 989 |
Median incremental investment | $993.50 | $2,014.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,529.88 | $8,185.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
REIT | BGBL | |
|---|---|---|
Pros |
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Cons |
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REIT | BGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |