Compare AU
Compare ERTH 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 Solactive Climate Change Innovation (ERTH) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 372 | 1,227 |
Median incremental investment | $601.32 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $933.24 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ERTH | ESGI | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | 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 | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.55 % | 0.55 % |
Key Summary
ERTH | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.55 % |
Price | $9.24 | $37.16 |
Size | $98.112 million | $213.501 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.58 % | 3.26 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 372 | 1,227 |
Median incremental investment | $601.32 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $933.24 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ERTH | ESGI | |
|---|---|---|
Pros |
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Cons |
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ERTH | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |