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Compare ZYUS vs. EX20
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 38 |
Median incremental investment | $682.66 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,034.63 | $5,032.59 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | EX20 | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 649.62m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | Verizon Communications Inc (3.52 %) Conagra Brands Inc (3.14 %) Altria Group Inc (3.11 %) | SPI 200 FUTURES MAR26 (0 %) NORTHERN STAR RESOURCES LTD (3.74 %) EVOLUTION MINING LTD (2.99 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) |
Management fee | 0.35 % | 0.25 % |
Key Summary
ZYUS | EX20 | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.25 % |
Price | $14.43 | $22.17 |
Size | $76.971 million | $628.228 million |
10Y return | 22.18 % | N/A |
Annual distribution yield (5Y) | 4.55 % | 3.01 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 38 |
Median incremental investment | $682.66 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,034.63 | $5,032.59 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | EX20 | |
|---|---|---|
Pros |
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Cons |
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ZYUS | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |