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Compare XALG vs. IXJ

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

Community Stats

XALG

IXJ

Popularity

Low

Low

Pearlers invested

1

241

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,668.00

Average age group

< 26

26 - 35


Key Summary

XALG

IXJ

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.

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (99.97 %)

Management fee

0.75 %

0.46 %


Key Summary

XALG

IXJ

Issuer

Alphinity

iShares

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.75 %

0.46 %

Price

$12.30

$139.00

Size

N/A

$1.380 billion

10Y return

N/A

126.37 %

Annual dividend/ distribution yield (5Y)

1.74 %

1.26 %

Market

ASX

ASX

First listed date

16/01/2023

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

XALG

IXJ

Popularity

Low

Low

Pearlers invested

1

241

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,668.00

Average age group

< 26

26 - 35


Pros and Cons

XALG

IXJ

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

XALG

IXJ

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

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