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Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the S&P Global 1200 Consumer Staples (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | IXI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,398 | 40 |
Median incremental investment | $993.50 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,576.86 | $2,204.33 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | IXI | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | NVIDIA Corp (6.28 %) Apple Inc (5.96 %) Microsoft Corp (4.96 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
QUAL | IXI | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $61.67 | $97.97 |
Size | $7.990 billion | $136.012 million |
10Y return | 215.77 % | 50.46 % |
Annual distribution yield (5Y) | 2.05 % | 2.19 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | IXI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,398 | 40 |
Median incremental investment | $993.50 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,576.86 | $2,204.33 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | IXI | |
|---|---|---|
Pros |
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Cons |
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QUAL | IXI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |