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Compare ESGI vs. E200
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 S&P/ASX 200 Esg ETF (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | E200 | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,260 | 35 |
Median incremental investment | $750.00 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,951.12 | $2,694.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 271.96m in AUM and 101 holdings. The State Street SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | ASML Holding NV (6.93 %) Applied Materials Inc (4.75 %) Sumitomo Mitsui Financial Group Inc (2.56 %) | Commonwealth Bank of Australia (13.85 %) BHP Group Ltd (12.25 %) National Australia Bank Ltd (6.60 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | Australia (96.09 %) United States (2.88 %) New Zealand (0.52 %) |
Management fee | 0.55 % | 0.05 % |
Key Summary
ESGI | E200 | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.05 % |
Price | $33.64 | $27.78 |
Size | $225.456 million | $281.300 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.24 % | 5.70 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | E200 | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,260 | 35 |
Median incremental investment | $750.00 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,951.12 | $2,694.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | E200 | |
|---|---|---|
Pros |
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Cons |
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ESGI | E200 |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |