Compare AU

Compare AESG vs. MVR

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 VanEck Australian Resources ETF (MVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AESG

MVR

Popularity

Low

Low

Pearlers invested

1

102

Median incremental investment

$1,993.50

$947.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,118.52

$1,848.00

Average age group

> 35

> 35


Key Summary

AESG

MVR

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).

MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

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

Woodside Energy Group Ltd (7.66 %)

BHP Group Ltd (7.56 %)

Rio Tinto Ltd (7.00 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Materials (53.51 %)

Energy (22.01 %)

Utilities (9.59 %)

Top 3 countries

Australia (95.51 %)

United States (4.49 %)

Management fee

0.19 %

0.35 %


Key Summary

AESG

MVR

Issuer

iShares

VanEck

Tracking index

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

MVIS Australia Energy & Mining Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.35 %

Price

$98.06

$33.00

Size

$83.454 million

$435.041 million

10Y return

N/A

87.61 %

Annual distribution yield (5Y)

0.84 %

6.14 %

Market

ASX

ASX

First listed date

10/08/2022

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

AESG

MVR

Popularity

Low

Low

Pearlers invested

1

102

Median incremental investment

$1,993.50

$947.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,118.52

$1,848.00

Average age group

> 35

> 35


Pros and Cons

AESG

MVR

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

MVR

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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