Compare AU
Compare SMLL vs. ERTH
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 Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 370 |
Median incremental investment | $2,091.33 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $926.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.39 % | 0.55 % |
Key Summary
SMLL | ERTH | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.55 % |
Price | $3.61 | $9.17 |
Size | $94.299 million | $96.548 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 0.58 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 370 |
Median incremental investment | $2,091.33 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $926.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | ERTH | |
|---|---|---|
Pros |
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Cons |
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SMLL | ERTH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |