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Compare XASG vs. XALG
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 Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XASG | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $2,493.50 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,665.26 | $5,702.10 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
XASG | XALG | |
|---|---|---|
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. | 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. |
Top 3 holdings | Microsoft Corp (5.81 %) AstraZeneca PLC (5.28 %) JPMorgan Chase & Co (5.10 %) | Microsoft Corp (5.67 %) JPMorgan Chase & Co (5.41 %) AstraZeneca PLC (5.32 %) |
Top 3 industries | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) |
Management fee | 0.75 % | 0.75 % |
Key Summary
XASG | XALG | |
|---|---|---|
Issuer | Alphinity | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.75 % |
Price | $6.60 | $10.01 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 6.26 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XASG | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $2,493.50 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,665.26 | $5,702.10 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
XASG | XALG | |
|---|---|---|
Pros |
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Cons |
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XASG | XALG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower distribution yield | Higher distribution yield |