Compare AU
Compare IXI vs. IHEB
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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $996.75 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,223.45 | $20,840.82 |
Average age group | > 35 | > 35 |
Key Summary
IXI | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | |
Management fee | 0.4 % | 0.51 % |
Key Summary
IXI | IHEB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.51 % |
Price | $99.04 | $76.33 |
Size | $136.890 million | $68.363 million |
10Y return | 81.72 % | N/A |
Annual distribution yield (5Y) | 2.18 % | 5.56 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $996.75 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,223.45 | $20,840.82 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | IHEB | |
|---|---|---|
Pros |
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Cons |
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IXI | IHEB |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |