Compare AU
Compare XALG vs. ESGI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are XALG and ESGI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XALG | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $1,918.11 |
Average age group | < 26 | 26 - 35 |
Key Summary
XALG | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Alphinity Global Equity Fund - Active ETF (100 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.75 % | 0.55 % |
Key Summary
XALG | ESGI | |
|---|---|---|
Issuer | Alphinity | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.55 % |
Price | $12.22 | $37.47 |
Size | N/A | $202.822 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.74 % | 3.26 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $1,918.11 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
XALG | ESGI | |
|---|---|---|
Pros |
| |
Cons |
|
XALG | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |