Compare AU
Compare DVDY vs. AESG
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 Morningstar AUS Dividend Yield Focus ETF (DVDY) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $637.03 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.53 | $4,114.74 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | AESG | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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). |
Top 3 holdings | Pinnacle Investment Management Group Ltd (6.12 %) Brambles Ltd (4.99 %) Charter Hall Group (4.80 %) | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) |
Top 3 industries | Industrials (29.02 %) Financials (23.81 %) Consumer Discretionary (17.54 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
DVDY | AESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $22.46 | $97.88 |
Size | $67.940 million | $83.454 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.42 % | 0.84 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $637.03 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.53 | $4,114.74 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | AESG | |
|---|---|---|
Pros |
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Cons |
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DVDY | AESG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |