Compare AU
Compare IXI vs. FLOT
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 VanEck Australian Floating Rate ETF (FLOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 5 |
Median incremental investment | $996.75 | $2,124.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,569.40 | $14,870.20 |
Average age group | > 35 | > 35 |
Key Summary
IXI | FLOT | |
|---|---|---|
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. | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 763.56m in AUM and 204 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.99 %) USD CASH (0.01 %) AUD CASH (0.00 %) | Commonwealth Bank of Australia (2.16 %) National Australia Bank Ltd. (2.11 %) National Australia Bank Ltd. (2.10 %) |
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 % | 0.22 % |
Key Summary
IXI | FLOT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $99.35 | $24.96 |
Size | $142.490 million | $759.863 million |
10Y return | 67.74 % | N/A |
Annual distribution yield (5Y) | 2.23 % | 2.90 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 5 |
Median incremental investment | $996.75 | $2,124.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,569.40 | $14,870.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | FLOT | |
|---|---|---|
Pros |
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Cons |
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IXI | FLOT |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |