Compare AU
Compare ERTH vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 372 | 107 |
Median incremental investment | $601.32 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $933.24 | $3,240.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
ERTH | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.55 % | 0.27 % |
Key Summary
ERTH | VDGR | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.27 % |
Price | $9.24 | $63.54 |
Size | $98.112 million | $1.222 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.58 % | 5.01 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 372 | 107 |
Median incremental investment | $601.32 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $933.24 | $3,240.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ERTH | VDGR | |
|---|---|---|
Pros |
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Cons |
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ERTH | VDGR |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |