Compare AU

Compare ZYUS vs. IXI

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P 500 High Yield Low Volatility ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

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

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