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Compare XASG vs. BHYB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Alphinity Global Sustainable Equity Fund - Active ETF (XASG) and the Betashares Australian Major Bank Hybrids Index ETF (BHYB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XASG | BHYB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $1,033.45 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,286.90 |
Average age group | N/A | > 35 |
Key Summary
XASG | BHYB | |
|---|---|---|
Strategy | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corp (6.47 %) NVIDIA Corp (6.07 %) JPMorgan Chase & Co (4.50 %) | NABPH (8.12 %) NABPI (6.90 %) NABPF (6.15 %) |
Top 3 industries | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) | Other (99.51 %) Communication Services (0.49 %) |
Top 3 countries | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) | |
Management fee | 0.75 % | 0.35 % |
Key Summary
XASG | BHYB | |
|---|---|---|
Issuer | Alphinity | BetaShares |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.35 % |
Price | $6.56 | $9.90 |
Size | N/A | $645.760 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 3.23 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 22/04/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XASG | BHYB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $1,033.45 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,286.90 |
Average age group | N/A | > 35 |
Pros and Cons
XASG | BHYB | |
|---|---|---|
Pros |
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Cons |
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XASG | BHYB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |