Compare AU

Compare XALG vs. ZYAU

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

Community Stats

XALG

ZYAU

Popularity

Low

Low

Pearlers invested

1

101

Median incremental investment

$993.50

$665.43

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,531.20

Average age group

< 26

> 35


Key Summary

XALG

ZYAU

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.

ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index.

Top 3 holdings

Alphinity Global Equity Fund - Active ETF (100 %)

Westpac Banking Corp (11.30 %)

National Australia Bank Ltd (9.87 %)

BHP Group Ltd (9.54 %)

Top 3 industries

Financials (47.78 %)

Materials (29.30 %)

Other (11.25 %)

Top 3 countries

Australia (98.04 %)

United Kingdom of Great Britain and Northern Ireland (1.29 %)

New Zealand (0.67 %)

Management fee

0.75 %

0.24 %


Key Summary

XALG

ZYAU

Issuer

Alphinity

Global X

Tracking index

S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.75 %

0.24 %

Price

$12.18

$8.80

Size

N/A

$74.789 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

1.74 %

6.94 %

Market

ASX

ASX

First listed date

16/01/2023

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

XALG

ZYAU

Popularity

Low

Low

Pearlers invested

1

101

Median incremental investment

$993.50

$665.43

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$1,531.20

Average age group

< 26

> 35


Pros and Cons

XALG

ZYAU

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

XALG

ZYAU

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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