Compare AU

Compare AESG vs. VDGR

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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AESG

VDGR

Popularity

Low

Low

Pearlers invested

1

107

Median incremental investment

$1,993.50

$1,046.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,055.10

$3,343.24

Average age group

> 35

> 35


Key Summary

AESG

VDGR

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).

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

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

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.19 %

0.27 %


Key Summary

AESG

VDGR

Issuer

iShares

Vanguard

Tracking index

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

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.19 %

0.27 %

Price

$96.55

$63.08

Size

$78.708 million

$1.222 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.84 %

5.01 %

Market

ASX

ASX

First listed date

10/08/2022

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AESG

VDGR

Popularity

Low

Low

Pearlers invested

1

107

Median incremental investment

$1,993.50

$1,046.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,055.10

$3,343.24

Average age group

> 35

> 35


Pros and Cons

AESG

VDGR

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

VDGR

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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