Compare AU
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 SPDR S&P/ASX 200 Esg Fund (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 | 1,243 | 22 |
Median incremental investment | $746.22 | $1,003.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,924.52 | $1,687.50 |
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 SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 54.43m in AUM and 105 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | ASML Holding NV (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) | Commonwealth Bank of Australia (14.37 %) CSL Ltd (7.12 %) National Australia Bank Ltd (6.57 %) |
Top 3 industries | Information Technology (54.79 %) Health Care (18.51 %) Other (15.14 %) | Financials (56.90 %) Health Care (13.50 %) Consumer Discretionary (13.31 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.55 % | 0.05 % |
Key Summary
ESGI | E200 | |
---|---|---|
Issuer | VanEck | SPDR |
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 | $37.13 | $27.00 |
Size | $210.056 million | $55.200 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 6.27 % |
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 | 1,243 | 22 |
Median incremental investment | $746.22 | $1,003.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,924.52 | $1,687.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | E200 | |
---|---|---|
Pros |
|
|
Cons |
|
|
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 |