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Compare XALG vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XALG | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 28 |
Median incremental investment | $751.00 | $12,549.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,747.90 | $17,533.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
XALG | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | NVIDIA Corp (7.06 %) Alphabet Inc Class A (5.77 %) Apple Inc (5.57 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | |
Top 3 countries | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) | |
Management fee | 0.75 % | 0.29 % |
Key Summary
XALG | SUBD | |
|---|---|---|
Issuer | Alphinity | VanEck |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.29 % |
Price | $10.04 | $25.21 |
Size | N/A | $3.910 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.29 % | 3.77 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 28 |
Median incremental investment | $751.00 | $12,549.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,747.90 | $17,533.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
XALG | SUBD | |
|---|---|---|
Pros |
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Cons |
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XALG | SUBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |