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Compare SPY vs. XALG
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 State Street SPDR S&P 500 ETF (SPY) and the Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 315 | 1 |
Median incremental investment | $1,200.00 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,887.17 | $460.46 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SPY | XALG | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | NVIDIA Corp (7.81 %) Apple Inc (6.36 %) Microsoft Corp (6.00 %) | Microsoft Corp (6.26 %) NVIDIA Corp (6.04 %) JPMorgan Chase & Co (4.76 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) |
Management fee | 0.0945 % | 0.75 % |
Key Summary
SPY | XALG | |
|---|---|---|
Issuer | SPDR | Alphinity |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.75 % |
Price | $962.39 | $10.01 |
Size | $25.637 thousand | N/A |
10Y return | 263.19 % | N/A |
Annual distribution yield (5Y) | 1.14 % | 6.26 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 315 | 1 |
Median incremental investment | $1,200.00 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,887.17 | $460.46 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SPY | XALG | |
|---|---|---|
Pros |
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Cons |
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SPY | XALG |
|---|---|
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 |