Compare AU
Compare XASG vs. IOZ
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 XASG and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XASG | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 697 |
Median incremental investment | $0 | $1,007.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,379.30 |
Average age group | N/A | 26 - 35 |
Key Summary
XASG | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Alphinity Global Sustainable Equity Fund - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.75 % | 0.05 % |
Key Summary
XASG | IOZ | |
|---|---|---|
Issuer | Alphinity | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.05 % |
Price | $7.46 | $33.99 |
Size | N/A | $6.311 billion |
10Y return | N/A | 48.56 % |
Annual dividend/ distribution yield (5Y) | 0.46 % | 5.36 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XASG | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 697 |
Median incremental investment | $0 | $1,007.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,379.30 |
Average age group | N/A | 26 - 35 |
Pros and Cons
XASG | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
XASG | IOZ |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |