Compare AU
Compare QUAL vs. IXJ
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 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | IXJ | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 241 |
Median incremental investment | $856.21 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,416.78 | $1,695.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | IXJ | |
---|---|---|
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. | 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 |
Top 3 holdings | Apple Inc (5.22 %) Microsoft Corp (4.98 %) Meta Platforms Inc Class A (4.91 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (99.97 %) |
Management fee | 0.4 % | 0.46 % |
Key Summary
QUAL | IXJ | |
---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P Global 1200 Healthcare Sector Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.46 % |
Price | $58.86 | $139.41 |
Size | $6.842 billion | $1.380 billion |
10Y return | 259.34 % | 125.20 % |
Annual distribution yield (5Y) | 1.85 % | 1.26 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | IXJ | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 241 |
Median incremental investment | $856.21 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,416.78 | $1,695.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | IXJ | |
---|---|---|
Pros |
|
|
Cons |
|
|
QUAL | IXJ |
---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |