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Compare IXI vs. AUST
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 Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 1 |
Median incremental investment | $996.75 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,204.33 | $1,996.96 |
Average age group | > 35 | < 26 |
Key Summary
IXI | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.89 %) BHP GROUP LTD (8.15 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.4 % | 0.49 % |
Key Summary
IXI | AUST | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.49 % |
Price | $98.08 | $17.55 |
Size | $136.012 million | $33.304 million |
10Y return | 50.63 % | 19.55 % |
Annual distribution yield (5Y) | 2.19 % | 3.53 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 1 |
Median incremental investment | $996.75 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,204.33 | $1,996.96 |
Average age group | > 35 | < 26 |
Pros and Cons
IXI | AUST | |
|---|---|---|
Pros |
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Cons |
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IXI | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |