Fund-vs-fund · Australasian Equities
Smart Australian Top 200 ETF vs Smart Australian Mid Cap ETF
Both are Australasian Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
| Metric | Smartshares | Smartshares | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.30% | 0.75% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 9.93% | 10.44% | Higher is better (past not future) |
| Fund size | NZ$287m | NZ$306m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
Smartshares
Smart Australian Top 200 ETF
The Smart Australian Top 200 ETF is designed to track the return (before tax, fees and other expenses) of the S&P/ASX 200 Total Return Index. The Index is comprised of 200 of the largest companies listed on the ASX.Full Smartshares Smart Australian Top 200 ETF profile →
Smartshares
Smart Australian Mid Cap ETF
The Smart Australian Mid Cap ETF is designed to track the return (before tax, fees and other expenses) of the S&P/ASX MidCap 50 Index. The Index is comprised of companies listed on the ASX and included in the S&P/ASX 100 Index, but excludes companies included in the S&P/ASX 50 Index.Full Smartshares Smart Australian Mid Cap ETF profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.