Compare AU

Compare XALG vs. ROYL

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

Community Stats

XALG

ROYL

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$993.50

$700.30

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,675.52

Average age group

< 26

> 35


Key Summary

XALG

ROYL

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.

ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses.

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

ARM HOLDINGS PLC (12.89 %)

WHEATON PRECIOUS METALS CORP (11.03 %)

TEXAS PACIFIC LAND CORP (10.48 %)

Top 3 industries

Other (49.57 %)

Information Technology (17.42 %)

Energy (14.55 %)

Top 3 countries

United States (41.70 %)

Canada (31.36 %)

United Kingdom of Great Britain and Northern Ireland (10.92 %)

Management fee

0.75 %

0.69 %


Key Summary

XALG

ROYL

Issuer

Alphinity

BetaShares

Tracking index

Solactive Global Royalties Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.75 %

0.69 %

Price

$12.30

$10.88

Size

N/A

$11.057 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.74 %

1.27 %

Market

ASX

ASX

First listed date

16/01/2023

12/09/2022

Purchase fee

$6.50

$6.50


Community Stats

XALG

ROYL

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$993.50

$700.30

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,675.52

Average age group

< 26

> 35


Pros and Cons

XALG

ROYL

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

XALG

ROYL

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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