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Compare ERTH vs. IESG
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 Climate Change Innovation ETF (ERTH) and the iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 333 | 68 |
Median incremental investment | $645.32 | $1,718.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,146.84 | $6,746.03 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ERTH | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 407.73m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | KRW - KOREAN WON (0 %) TESLA INC (5.02 %) ASML HOLDING NV (4.75 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Other (54.66 %) Information Technology (16.56 %) Industrials (16.35 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.55 % | 0.01 % |
Key Summary
ERTH | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.01 % |
Price | $10.08 | $31.45 |
Size | $85.050 million | $393.082 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.58 % | 2.27 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 333 | 68 |
Median incremental investment | $645.32 | $1,718.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,146.84 | $6,746.03 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ERTH | IESG | |
|---|---|---|
Pros |
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Cons |
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ERTH | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |