At a glance
Side-by-side comparison
| Metric |
HEUR
BetaShares Europe ETF - Currency Hedged
|
VEQ
Vanguard FTSE Europe Shares ETF
|
ESTX
Global X EURO STOXX 50 ETF
|
IEU
iShares Europe ETF
|
|---|---|---|---|---|
| Snapshot | ||||
| Provider |
BetaShares
|
Vanguard
|
Global X
|
iShares
|
| Tracks index |
S&P Eurozone Exporters Hedged AUD Index
|
FTSE Developed Europe All Cap Index
|
EURO STOXX 50 Index
|
S&P Europe 350 Index
|
| Categories |
Intl, Large-Cap, Market-Cap
|
Intl, Market-Cap
|
Intl, Large-Cap
|
Intl, Large-Cap, Market-Cap
|
| Listed since |
—
|
2015 (11 yrs)
|
2015 (11 yrs)
|
—
|
| Fund size (AUM) |
$87m
|
$623m
|
$484m
|
$1.3bn
|
| Cost & income | ||||
| Management fee |
0.56%
|
0.35%
|
0.35%
|
0.59%
|
| Dividend yield |
4.3%
|
2.25%
|
7.3%
|
8.64%
|
| Franking |
0%
|
0%
|
0%
|
0%
|
| Turnover |
—
|
4%
|
5%
|
—
|
| Tax drag | 1.38% | 0.82% | 2.46% | 2.76% |
| Returns |
Tax bracket
|
|||
| 1-year return |
15.5%
net
|
6%
net
|
6.4%
net
|
6.9%
net
|
| 3-year return |
16.2%
net
|
14.3%
net
|
16.6%
net
|
14.4%
net
|
| 5-year return |
9.7%
net
|
9.2%
net
|
11.8%
net
|
10.1%
net
|
| 10-year return |
9.8%
net
|
9.6%
net
|
11.2%
net
|
9.8%
net
|
| Risk | ||||
| Volatility (3y) |
11.9%
|
8.6%
|
10.9%
|
9.1%
|
| Volatility (5y) |
14.6%
|
11.8%
|
13.7%
|
11.7%
|
| Volatility (10y) |
15.3%
|
12.2%
|
14.5%
|
12%
|
| Sharpe ratio (3y) |
0.98
|
1.12
|
1.09
|
1.08
|
| Sharpe ratio (5y) |
0.48
|
0.53
|
0.64
|
0.6
|
| Sharpe ratio (10y) |
0.54
|
0.63
|
0.66
|
0.66
|
| Bid/ask spread |
—
|
—
|
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-18% returns over 1 year (58th of 318 ETFs we track).
- Pays a useful 4.3% income yield.
- Pricier than similar ETFs, which average around 0.48%.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: VEU and IVE.
- Top-21% returns over 5 years (39th of 189 ETFs we track).
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IVE.
- High 8.64% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.48%.
Frequently Asked Questions
HEUR, VEQ, ESTX, and IEU are 4 Australian-listed ETFs we compare side by side. VEQ carries the lowest management fee (0.35%). Over 10 years, ESTX has delivered the highest total return (11.2% a year). The table above breaks down fees, returns, income and risk for each.
VEQ has the lowest management fee at 0.35% a year, versus HEUR 0.56%, ESTX 0.35%, and IEU 0.59%.
Over the past 10 years, ESTX has delivered the highest total return at 11.2% a year. Past performance is not a reliable indicator of future returns.
IEU pays the highest at 8.64%. Remember distributions are taxed each year at your marginal rate.
IEU is the largest fund by assets ($1.3bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.