Compare AU
Compare ESGI vs. AESG
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 MSCI Global Sustainable (ESGI) 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
ESGI | AESG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 1 |
Median incremental investment | $743.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $4,089.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | AESG | |
|---|---|---|
Strategy | 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. | 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 | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.19 % |
Key Summary
ESGI | AESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.19 % |
Price | $37.16 | $97.36 |
Size | $202.822 million | $83.454 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 0.84 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | AESG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 1 |
Median incremental investment | $743.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $4,089.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | AESG | |
|---|---|---|
Pros |
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Cons |
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ESGI | AESG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |