Compare AU

Compare IJH vs. XALG

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

iShares S&P Mid-Cap ETF

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

IJH

XALG

Popularity

Low

Low

Pearlers invested

36

1

Median incremental investment

$1,181.50

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,004.43

$1,012.61

Average age group

> 35

< 26


Key Summary

IJH

XALG

Strategy

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities.

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

AUD CASH (0.22 %)

USD CASH (0.00 %)

USD/AUD (0.00 %)

Alphinity Global Equity Fund - Active ETF (100 %)

Top 3 industries

Other (99.67 %)

Communication Services (0.00 %)

Top 3 countries

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

Management fee

0.07 %

0.75 %


Key Summary

IJH

XALG

Issuer

iShares

Alphinity

Tracking index

S&P MidCap 400 Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.75 %

Price

$51.48

$12.23

Size

$474.634 million

N/A

10Y return

174.75 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

7.60 %

1.74 %

Market

ASX

ASX

First listed date

10/10/2007

16/01/2023

Purchase fee

$6.50

$6.50


Community Stats

IJH

XALG

Popularity

Low

Low

Pearlers invested

36

1

Median incremental investment

$1,181.50

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,004.43

$1,012.61

Average age group

> 35

< 26


Pros and Cons

IJH

XALG

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IJH

XALG

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

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