Compare AU

Compare E200 vs. AESG

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Esg Fund

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 SPDR S&P/ASX 200 Esg Fund (E200) 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

E200

AESG

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$1,000.00

$1,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,118.86

$14,419.41

Average age group

> 35

> 35


Key Summary

E200

AESG

Strategy

E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index.

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

Commonwealth Bank of Australia (14.49 %)

CSL Ltd (7.59 %)

National Australia Bank Ltd (6.43 %)

iShares Global Aggt Bd ESG ETF AUD H Dis (99.95 %)

Top 3 industries

Financials (55.87 %)

Health Care (14.19 %)

Consumer Discretionary (8.52 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (94.38 %)

United States (3.29 %)

New Zealand (1.72 %)

Management fee

0.05 %

0.19 %


Key Summary

E200

AESG

Issuer

SPDR

iShares

Tracking index

S&P/ASX 200 ESG Index - AUD

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

Asset class

ETF

ETF

Management fee

0.05 %

0.19 %

Price

$26.02

$95.81

Size

$55.959 million

$79.065 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

6.27 %

0.84 %

Market

ASX

ASX

First listed date

04/08/2020

10/08/2022

Purchase fee

$6.50

$6.50


Community Stats

E200

AESG

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$1,000.00

$1,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,118.86

$14,419.41

Average age group

> 35

> 35


Pros and Cons

E200

AESG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

E200

AESG

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

Home