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Compare ALFA vs. IESG
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 VanEck Australian Long Short Complex ETF (ALFA) and the iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 73 |
Median incremental investment | $996.75 | $1,523.74 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,802.72 | $6,852.86 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | IESG | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 454.13m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) | COMMONWEALTH BANK OF AUSTRALIA (14.66 %) WESFARMERS LTD (8.35 %) MACQUARIE GROUP LTD DEF (7.85 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | |
Top 3 countries | Australia (100.00 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.39 % | 0.01 % |
Key Summary
ALFA | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.01 % |
Price | $23.74 | $31.58 |
Size | $29.851 million | $460.816 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 2.30 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 73 |
Median incremental investment | $996.75 | $1,523.74 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,802.72 | $6,852.86 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | IESG | |
|---|---|---|
Pros |
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Cons |
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ALFA | IESG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |