Compare AU
Compare SMLL vs. USHY
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,091.33 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,277.85 | $1,086.75 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | Global X Usd High Yield Bond ETF(Currency Hedged). (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 % | 0.3 % |
Key Summary
SMLL | USHY | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.3 % |
Price | $3.61 | $10.35 |
Size | $94.299 million | $16.396 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.16 % | 2.40 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,091.33 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,277.85 | $1,086.75 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | USHY | |
|---|---|---|
Pros |
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Cons |
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SMLL | USHY |
|---|---|
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 |