Compare AU
Compare E200 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 SPDR S&P/ASX 200 Esg Fund (E200) 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
E200 | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 1,227 |
Median incremental investment | $1,000.00 | $745.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,130.04 | $1,864.56 |
Average age group | > 35 | 26 - 35 |
Key Summary
E200 | ESGI | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. 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. | 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 (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) | ASML Holding NV (5.53 %) NVIDIA Corp (4.94 %) Adobe Inc (4.27 %) |
Top 3 industries | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) | Information Technology (54.64 %) Industrials (18.61 %) Health Care (15.35 %) |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.05 % | 0.55 % |
Key Summary
E200 | ESGI | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 ESG Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.55 % |
Price | $26.28 | $36.56 |
Size | $53.824 million | $206.592 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.06 % | 3.26 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 1,227 |
Median incremental investment | $1,000.00 | $745.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,130.04 | $1,864.56 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
E200 | ESGI | |
|---|---|---|
Pros |
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Cons |
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E200 | 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 |