Compare AU
Compare AESG vs. MVE
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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the VanEck S&P/ASX Midcap ETF (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 | $4,055.10 | $2,959.42 |
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 (4.70 %) Pro Medicus Ltd (4.50 %) REA Group Ltd (4.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Communication Services (25.27 %) Information Technology (17.84 %) Materials (17.13 %) |
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 | $96.55 | $40.54 |
Size | $78.708 million | $318.601 million |
10Y return | N/A | 101.39 % |
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 | $4,055.10 | $2,959.42 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | MVE | |
|---|---|---|
Pros |
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Cons |
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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 |