Compare AU

Compare GROW vs. XALG

Compare shares and ETFs on the ASX that you can trade on Pearler.

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are GROW and XALG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

XALG

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Daily

Median total investment

$0

$1,012.61

Average age group

N/A

< 26


Key Summary

GROW

XALG

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return (Managed Fund) (100 %)

Alphinity Global Equity Fund - Active ETF (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0.75 %


Key Summary

GROW

XALG

Issuer

Schroder

Alphinity

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

0.75 %

Price

$3.85

$12.30

Size

$57.906 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

1.74 %

Market

ASX

ASX

First listed date

16/08/2016

16/01/2023

Purchase fee

$6.50

$6.50


Community Stats

GROW

XALG

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Daily

Median total investment

$0

$1,012.61

Average age group

N/A

< 26


Pros and Cons

GROW

XALG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

GROW

XALG

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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