Compare AU

Compare AESG vs. MVE

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

iShares Global Aggregate Bond Esg (Aud Hedged) 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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the S&P Aussie 50 Mid-Caps (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AESG

MVE

Popularity

Low

Low

Pearlers invested

1

36

Median incremental investment

$1,993.50

$668.99

Median investment frequency

Monthly

Monthly

Median total investment

$4,089.12

$2,917.20

Average age group

> 35

> 35


Key Summary

AESG

MVE

Strategy

AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging).

MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.

Top 3 holdings

iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %)

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Management fee

0.19 %

0.45 %


Key Summary

AESG

MVE

Issuer

iShares

VanEck

Tracking index

Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.45 %

Price

$97.36

$40.80

Size

$83.454 million

$307.898 million

10Y return

N/A

107.32 %

Annual distribution yield (5Y)

0.84 %

3.49 %

Market

ASX

ASX

First listed date

10/08/2022

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

AESG

MVE

Popularity

Low

Low

Pearlers invested

1

36

Median incremental investment

$1,993.50

$668.99

Median investment frequency

Monthly

Monthly

Median total investment

$4,089.12

$2,917.20

Average age group

> 35

> 35


Pros and Cons

AESG

MVE

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

AESG

MVE

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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