Compare AU

Compare XALG vs. IUSG

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 and ETFs are a popular choice. Two options in the ASX are XALG and IUSG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XALG

IUSG

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

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Top 3 countries

Management fee

0.75 %

0.26 %


Key Summary

XALG

IUSG

Issuer

Alphinity

iShares

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.75 %

0.26 %

Price

$12.30

$101.38

Size

N/A

$6.532 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.74 %

0.67 %

Market

ASX

ASX

First listed date

16/01/2023

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

XALG

IUSG

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

IUSG

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

XALG

IUSG

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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