Compare AU
Compare ERTH vs. IXI
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 BetaShares Climate Change Innovation ETF (ERTH) and the iShares Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 367 | 37 |
Median incremental investment | $601.67 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $918.00 | $3,050.71 |
Average age group | 26 - 35 | > 35 |
Key Summary
ERTH | IXI | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.92 %) USD CASH (0.05 %) AUD CASH (0.03 %) |
Top 3 industries | Other (56.12 %) Information Technology (13.12 %) Industrials (11.87 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
ERTH | IXI | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $9.05 | $98.41 |
Size | $94.787 million | $139.485 million |
10Y return | N/A | 67.09 % |
Annual distribution yield (5Y) | 0.60 % | 2.23 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 367 | 37 |
Median incremental investment | $601.67 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $918.00 | $3,050.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ERTH | IXI | |
|---|---|---|
Pros |
| |
Cons |
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ERTH | IXI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |