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Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $723.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,235.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
FIIN | XASG | |
|---|---|---|
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 | 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 | ICICI Bank Ltd (9.53 %) HDFC Bank Ltd (6.37 %) Axis Bank Ltd (3.97 %) | Microsoft Corp (6.47 %) NVIDIA Corp (6.07 %) JPMorgan Chase & Co (4.50 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 1.2 % | 0.75 % |
Key Summary
FIIN | XASG | |
|---|---|---|
Issuer | Fidelity | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.75 % |
Price | $8.43 | $6.56 |
Size | $6.867 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 2.51 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $723.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,235.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
FIIN | XASG | |
|---|---|---|
Pros |
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Cons |
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FIIN | XASG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |