Compare AU
Compare ZYUS vs. IXI
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the iShares Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 39 |
Median incremental investment | $634.25 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,840.92 | $2,344.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | IXI | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | Altria Group Inc (3.09 %) Kinder Morgan Inc Class P (2.97 %) Bristol-Myers Squibb Co (2.90 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) |
Top 3 industries | Real Estate (27.20 %) Communication Services (20.83 %) Consumer Staples (20.54 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
ZYUS | IXI | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $15.87 | $97.70 |
Size | $77.650 million | $144.764 million |
10Y return | N/A | 73.52 % |
Annual distribution yield (5Y) | 4.97 % | 2.41 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 39 |
Median incremental investment | $634.25 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,840.92 | $2,344.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | IXI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ZYUS | IXI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |