Compare AU

Compare XALG vs. GROW

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

Community Stats

XALG

GROW

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$993.50

$0

Median investment frequency

Daily

N/A

Median total investment

$1,012.61

$0

Average age group

< 26

N/A


Key Summary

XALG

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

Schroder Real Return Active ETF (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.75 %

0.84 %


Key Summary

XALG

GROW

Issuer

Alphinity

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

0.75 %

0.84 %

Price

$12.18

$3.79

Size

N/A

$57.346 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.74 %

3.83 %

Market

ASX

ASX

First listed date

16/01/2023

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

XALG

GROW

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$993.50

$0

Median investment frequency

Daily

N/A

Median total investment

$1,012.61

$0

Average age group

< 26

N/A


Pros and Cons

XALG

GROW

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

XALG

GROW

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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