Compare AU
Compare ESGI vs. DJRE
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 VanEck MSCI International Sustainable Equity ETF (ESGI) and the SPDR Dow Jones Global Real Estate Esg Fund (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | DJRE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 119 |
Median incremental investment | $746.69 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $3,947.58 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | DJRE | |
|---|---|---|
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. | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 467.82m in AUM and 227 holdings. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. |
Top 3 holdings | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | Prologis Inc (8.30 %) Welltower Inc (5.83 %) Equinix Inc (5.73 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
ESGI | DJRE | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | DJ Global Select Real Estate Securities Index (RESI) |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $35.80 | $21.38 |
Size | $210.541 million | $464.841 million |
10Y return | N/A | 2.10 % |
Annual distribution yield (5Y) | 3.26 % | 3.58 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | DJRE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 119 |
Median incremental investment | $746.69 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $3,947.58 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | DJRE | |
|---|---|---|
Pros |
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Cons |
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ESGI | DJRE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |