Compare AU

Compare XALG vs. BANK

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 BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XALG

BANK

Popularity

Low

Low

Pearlers invested

1

15

Median incremental investment

$993.50

$998.75

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,009.00

Average age group

< 26

> 35


Key Summary

XALG

BANK

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.

BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index.

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

Global X Australian Bank Credit ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.75 %

0.25 %


Key Summary

XALG

BANK

Issuer

Alphinity

Global X

Tracking index

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.75 %

0.25 %

Price

$12.18

$10.09

Size

N/A

$37.163 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.74 %

0.32 %

Market

ASX

ASX

First listed date

16/01/2023

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

XALG

BANK

Popularity

Low

Low

Pearlers invested

1

15

Median incremental investment

$993.50

$998.75

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,009.00

Average age group

< 26

> 35


Pros and Cons

XALG

BANK

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

XALG

BANK

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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