Compare AU
Compare AESG vs. MVS
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 Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $1,993.50 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,103.40 | $908.04 |
Average age group | > 35 | > 35 |
Key Summary
AESG | MVS | |
|---|---|---|
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). | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.19 % | 0.49 % |
Key Summary
AESG | MVS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.49 % |
Price | $97.36 | $19.68 |
Size | $83.454 million | $86.589 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.84 % | 4.91 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $1,993.50 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,103.40 | $908.04 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | MVS | |
|---|---|---|
Pros |
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Cons |
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AESG | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |