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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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (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 | 1,240 | 127 |
Median incremental investment | $750.00 | $1,040.21 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,075.63 | $3,988.71 |
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 State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 517.38m in AUM and 221 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | ASML Holding NV (7.45 %) Applied Materials Inc (6.00 %) Palo Alto Networks Inc (2.92 %) | Prologis Inc (8.84 %) Welltower Inc (7.09 %) Public Storage (6.37 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
ESGI | DJRE | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $33.93 | $21.33 |
Size | $223.179 million | $514.465 million |
10Y return | N/A | -4.26 % |
Annual distribution yield (5Y) | 4.24 % | 3.62 % |
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 | 1,240 | 127 |
Median incremental investment | $750.00 | $1,040.21 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,075.63 | $3,988.71 |
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 |
Higher distribution yield | Lower distribution yield |