Compare AU

Compare SMLL vs. AGX1

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Aust Small Companies Select Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SMLL and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SMLL

AGX1

Popularity

Low

Low

Pearlers invested

9

3

Median incremental investment

$2,091.33

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$4,277.85

$3,534.98

Average age group

> 35

26 - 35


Key Summary

SMLL

AGX1

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.

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

CLEANAWAY WASTE MANAGEMENT LTD (4.75 %)

INCITEC PIVOT LTD (4.68 %)

PERSEUS MINING LTD (3.57 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

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 %

1.1 %


Key Summary

SMLL

AGX1

Issuer

BetaShares

Antipodes

Tracking index

Asset class

ETF

ETF

Management fee

0.39 %

1.1 %

Price

$3.61

$6.29

Size

$94.299 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.16 %

8.81 %

Market

ASX

ASX

First listed date

11/04/2017

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

SMLL

AGX1

Popularity

Low

Low

Pearlers invested

9

3

Median incremental investment

$2,091.33

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$4,277.85

$3,534.98

Average age group

> 35

26 - 35


Pros and Cons

SMLL

AGX1

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

SMLL

AGX1

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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