Compare AU
Compare AUST vs. ESGI
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 BetaShares Managed Risk AUS Sh Fund (Managed Fund) (AUST) and the VanEck MSCI International Sustainable Equity ETF (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUST | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,240 |
Median incremental investment | $506.85 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,960.00 | $1,919.32 |
Average age group | < 26 | 26 - 35 |
Key Summary
AUST | ESGI | |
|---|---|---|
Strategy | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.33 %) BHP GROUP LTD (7.76 %) CSL LTD (5.11 %) | ASML Holding NV (5.94 %) NVIDIA Corp (5.09 %) Adobe Inc (4.10 %) |
Top 3 industries | Financials (29.57 %) Materials (15.36 %) Other (15.13 %) | Information Technology (54.58 %) Health Care (18.78 %) Other (15.14 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.49 % | 0.55 % |
Key Summary
AUST | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P/ASX 200 Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.55 % |
Price | $17.50 | $36.79 |
Size | $31.762 million | $206.026 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.83 % | 3.26 % |
Market | ASX | ASX |
First listed date | 10/11/2015 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUST | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,240 |
Median incremental investment | $506.85 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,960.00 | $1,919.32 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
AUST | ESGI | |
|---|---|---|
Pros |
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Cons |
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AUST | ESGI |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |