Compare AU
Compare IXI vs. ESGI
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 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 | $2,228.40 | $1,910.97 |
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 | $98.20 | $37.35 |
Size | $136.890 million | $202.822 million |
10Y return | 79.69 % | 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 | $2,228.40 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IXI | ESGI | |
|---|---|---|
Pros |
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Cons |
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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 |