Back
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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Alphinity Global Equity Fund - Active ETF (XALG) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XALG | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,215 |
Median incremental investment | $751.00 | $750.80 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $5,725.00 | $2,371.32 |
Average age group | 26 - 35 | 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 | NVIDIA Corp (6.81 %) Alphabet Inc Class A (5.71 %) Microsoft Corp (5.02 %) | ASML Holding NV (5.19 %) Applied Materials Inc (4.87 %) Palo Alto Networks Inc (4.71 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) |
Top 3 countries | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) |
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 | $10.00 | $37.64 |
Size | N/A | $247.489 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.29 % | 4.48 % |
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 | 2 | 1,215 |
Median incremental investment | $751.00 | $750.80 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $5,725.00 | $2,371.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
XALG | ESGI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
XALG | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |