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Compare E200 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 SPDR S&P/ASX 200 Esg ETF (E200) 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
E200 | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 32 | 0 |
Median incremental investment | $1,004.10 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,512.76 | $0 |
Average age group | > 35 | N/A |
Key Summary
E200 | XASG | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 117.4m in AUM and 101 holdings. The SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG 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 | Commonwealth Bank of Australia (12.93 %) BHP Group Ltd (10.61 %) Westpac Banking Corp (6.51 %) | Microsoft Corp (6.78 %) NVIDIA Corp (5.49 %) ServiceNow Inc (4.46 %) |
Top 3 industries | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | |
Management fee | 0.05 % | 0.75 % |
Key Summary
E200 | XASG | |
|---|---|---|
Issuer | SPDR | Alphinity |
Tracking index | S&P/ASX 200 ESG Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.75 % |
Price | $26.07 | $7.08 |
Size | $132.086 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.45 % | 2.51 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 32 | 0 |
Median incremental investment | $1,004.10 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,512.76 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
E200 | XASG | |
|---|---|---|
Pros |
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Cons |
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E200 | XASG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |