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Compare AAA vs. IESG
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 AAA and IESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 239 | 73 |
Median incremental investment | $4,061.08 | $1,550.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,757.70 | $6,140.00 |
Average age group | > 35 | > 35 |
Key Summary
AAA | IESG | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 457.95m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | |
Management fee | 0.18 % | 0.01 % |
Key Summary
AAA | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.01 % |
Price | $50.15 | $30.32 |
Size | $4.933 billion | $441.551 million |
10Y return | 0.04 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.21 % | 2.28 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 239 | 73 |
Median incremental investment | $4,061.08 | $1,550.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,757.70 | $6,140.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | IESG | |
|---|---|---|
Pros |
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Cons |
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AAA | IESG |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |