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Compare XARO vs. LEVR
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 XARO and LEVR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XARO | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $1,000.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,135.35 | $4,371.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
XARO | LEVR | |
|---|---|---|
Strategy | XARO.AX was created on 2018-12-10 by ActiveX. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund targets stable return in excess of inflation over the medium term. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | Ardea Real Outcome Bond Complex ETF (100 %) | BHP Group Ltd (13.64 %) Commonwealth Bank of Australia (12.08 %) National Australia Bank Ltd (7.67 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | |
Top 3 countries | Australia (94.34 %) United States (5.66 %) | |
Management fee | 0.5 % | 0 % |
Key Summary
XARO | LEVR | |
|---|---|---|
Issuer | ActiveX | First Sentier |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.5 % | 0 % |
Price | $25.23 | $1.48 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.11 % | 2.03 % |
Market | ASX | ASX |
First listed date | 10/12/2018 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XARO | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $1,000.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,135.35 | $4,371.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
XARO | LEVR | |
|---|---|---|
Pros |
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Cons |
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XARO | LEVR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |