Compare AU
Compare IXI vs. ERTH
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 S&P Global 1200 Consumer Staples (IXI) and the Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 374 |
Median incremental investment | $996.75 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,209.50 | $937.28 |
Average age group | > 35 | 26 - 35 |
Key Summary
IXI | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
IXI | ERTH | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $98.87 | $9.24 |
Size | $136.890 million | $95.069 million |
10Y return | 82.50 % | N/A |
Annual distribution yield (5Y) | 2.18 % | 0.58 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 374 |
Median incremental investment | $996.75 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,209.50 | $937.28 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IXI | ERTH | |
|---|---|---|
Pros |
| |
Cons |
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IXI | ERTH |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |