Compare AU
Compare SMLL vs. E200
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 SPDR S&P/ASX 200 Esg Fund (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 21 |
Median incremental investment | $2,091.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $1,130.04 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | Commonwealth Bank of Australia (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) |
Top 3 industries | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.39 % | 0.05 % |
Key Summary
SMLL | E200 | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 200 ESG Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.05 % |
Price | $3.61 | $26.28 |
Size | $94.299 million | $53.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 6.06 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 21 |
Median incremental investment | $2,091.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $1,130.04 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | E200 | |
|---|---|---|
Pros |
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Cons |
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SMLL | E200 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |