Compare AU

Compare XALG vs. AGX1

Compare shares and ETFs on the ASX that you can trade on Pearler.

Alphinity Global Equity Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are XALG and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XALG

AGX1

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$993.50

$90.50

Median investment frequency

Daily

Daily

Median total investment

$1,012.61

$3,585.56

Average age group

< 26

26 - 35


Key Summary

XALG

AGX1

Strategy

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.

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.75 %

1.1 %


Key Summary

XALG

AGX1

Issuer

Alphinity

Antipodes

Tracking index

Asset class

ETF

ETF

Management fee

0.75 %

1.1 %

Price

$12.30

$6.38

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.74 %

8.81 %

Market

ASX

ASX

First listed date

16/01/2023

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

XALG

AGX1

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$993.50

$90.50

Median investment frequency

Daily

Daily

Median total investment

$1,012.61

$3,585.56

Average age group

< 26

26 - 35


Pros and Cons

XALG

AGX1

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

XALG

AGX1

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home