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Compare FIIN vs. XALG
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 Fidelity India Active ETF (FIIN) and the Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $754.36 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,140.05 | $5,633.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
FIIN | XALG | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | HDFC Bank Ltd (5.74 %) ICICI Bank Ltd (4.74 %) ICICI Bank Ltd ADR (4.71 %) | Microsoft Corp (5.84 %) NVIDIA Corp (5.44 %) AstraZeneca PLC (5.37 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) |
Management fee | 1.2 % | 0.75 % |
Key Summary
FIIN | XALG | |
|---|---|---|
Issuer | Fidelity | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.75 % |
Price | $7.64 | $9.94 |
Size | $6.490 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 6.26 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $754.36 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,140.05 | $5,633.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FIIN | XALG | |
|---|---|---|
Pros |
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Cons |
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FIIN | XALG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |