Back
Compare AU
Compare IXI vs. AEBD
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 iShares Global Consumer Staples ETF (IXI) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 1 |
Median incremental investment | $996.75 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,199.15 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
IXI | AEBD | |
|---|---|---|
Strategy | 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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) | KOMMUNALBANKEN AS 5.25% APR-34 (1.44 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.43 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.39 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | |
Management fee | 0.4 % | 0.34 % |
Key Summary
IXI | AEBD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.34 % |
Price | $97.74 | $51.45 |
Size | $134.825 million | $59.785 million |
10Y return | 48.95 % | N/A |
Annual distribution yield (5Y) | 2.19 % | 1.89 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 1 |
Median incremental investment | $996.75 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,199.15 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | AEBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IXI | AEBD |
|---|---|
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 |