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Compare DJRE vs. XASG
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) and the Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 1 |
Median incremental investment | $1,052.21 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,447.52 | $2,536.62 |
Average age group | > 35 | 26 - 35 |
Key Summary
DJRE | XASG | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Prologis Inc (8.91 %) Welltower Inc (6.98 %) Public Storage (6.35 %) | Microsoft Corp (5.95 %) NVIDIA Corp (5.41 %) AstraZeneca PLC (5.33 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0.2 % | 0.75 % |
Key Summary
DJRE | XASG | |
|---|---|---|
Issuer | State Street | Alphinity |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.75 % |
Price | $21.28 | $6.31 |
Size | $512.349 million | N/A |
10Y return | 0.38 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 2.51 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 1 |
Median incremental investment | $1,052.21 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,447.52 | $2,536.62 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DJRE | XASG | |
|---|---|---|
Pros |
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Cons |
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DJRE | XASG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |