Compare AU
Compare SMLL vs. AEBD
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 Aust Small Companies Select Fund (Managed Fund) (SMLL) and the BetaShares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $2,091.33 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $5,006.43 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | AEBD | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.44 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.31 %) |
Top 3 industries | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.39 % | 0 % |
Key Summary
SMLL | AEBD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $3.61 | $50.57 |
Size | $94.299 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 0.05 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $2,091.33 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $5,006.43 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | AEBD | |
|---|---|---|
Pros |
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Cons |
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SMLL | AEBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |