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Compare XALG vs. HEUR
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 Betashares Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XALG | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $1,208.33 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $4,219.31 |
Average age group | < 26 | 26 - 35 |
Key Summary
XALG | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Microsoft Corp (6.10 %) NVIDIA Corp (4.80 %) Netflix Inc (4.56 %) | EUR - EURO (0 %) AUD - AUSTRALIA DOLLAR (0 %) HKD - HONG KONG DOLLAR (0 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | Other (99.64 %) Financials (4.65 %) Consumer Staples (3.10 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.75 % | 0.56 % |
Key Summary
XALG | HEUR | |
|---|---|---|
Issuer | Alphinity | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.56 % |
Price | $11.04 | $16.97 |
Size | N/A | $75.579 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.26 % | 5.25 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $1,208.33 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $4,219.31 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
XALG | HEUR | |
|---|---|---|
Pros |
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Cons |
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XALG | HEUR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |