Compare AU
Compare IXJ vs. IXI
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 Healthcare ETF (IXJ) and the iShares Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXJ | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 39 |
Median incremental investment | $1,000.00 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,671.24 | $2,344.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
IXJ | IXI | |
|---|---|---|
Strategy | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks | 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. |
Top 3 holdings | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (99.97 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.46 % | 0.4 % |
Key Summary
IXJ | IXI | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.46 % | 0.4 % |
Price | $138.91 | $97.70 |
Size | $1.373 billion | $144.764 million |
10Y return | 123.15 % | 73.52 % |
Annual distribution yield (5Y) | 1.26 % | 2.41 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXJ | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 39 |
Median incremental investment | $1,000.00 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,671.24 | $2,344.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IXJ | IXI | |
|---|---|---|
Pros |
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Cons |
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IXJ | IXI |
|---|---|
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 |