Compare AU
Compare IXI vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 107 |
Median incremental investment | $996.75 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,224.58 | $3,240.54 |
Average age group | > 35 | > 35 |
Key Summary
IXI | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.4 % | 0.27 % |
Key Summary
IXI | VDGR | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.27 % |
Price | $98.87 | $63.54 |
Size | $136.890 million | $1.222 million |
10Y return | 82.50 % | N/A |
Annual distribution yield (5Y) | 2.18 % | 5.01 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 107 |
Median incremental investment | $996.75 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,224.58 | $3,240.54 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | VDGR | |
|---|---|---|
Pros |
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Cons |
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IXI | VDGR |
|---|---|
Lower exposure to AU market | Higher 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 |