Compare AU

Compare IXI vs. ESGI

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

S&P Global 1200 Consumer Staples

ASX

Buy

Buy

Overview
Performance

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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IXI

ESGI

Popularity

Low

Medium

Pearlers invested

38

1,227

Median incremental investment

$996.75

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,223.45

$1,918.11

Average age group

> 35

26 - 35


Key Summary

IXI

ESGI

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.

The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes.

Top 3 holdings

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

ASML Holding NV (5.16 %)

Novo Nordisk AS Class B (5.00 %)

Adobe Inc (4.71 %)

Top 3 industries

Other (99.92 %)

Communication Services (0.08 %)

Information Technology (54.21 %)

Health Care (20.75 %)

Other (15.14 %)

Top 3 countries

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Management fee

0.4 %

0.55 %


Key Summary

IXI

ESGI

Issuer

iShares

VanEck

Tracking index

S&P Global 1200 / Consumer Staples -SEC

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.55 %

Price

$99.04

$37.47

Size

$136.890 million

$202.822 million

10Y return

81.72 %

N/A

Annual distribution yield (5Y)

2.18 %

3.26 %

Market

ASX

ASX

First listed date

11/03/2009

08/03/2018

Purchase fee

$6.50

$6.50


Community Stats

IXI

ESGI

Popularity

Low

Medium

Pearlers invested

38

1,227

Median incremental investment

$996.75

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,223.45

$1,918.11

Average age group

> 35

26 - 35


Pros and Cons

IXI

ESGI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

IXI

ESGI

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home