Compare AU

Compare ESGI vs. FHCO

Compare shares and ETFs on the ASX that you can trade on Pearler.

MSCI Global Sustainable

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ESGI and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ESGI

FHCO

Popularity

Medium

N/A

Pearlers invested

1,227

0

Median incremental investment

$743.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,910.97

$0

Average age group

26 - 35

N/A


Key Summary

ESGI

FHCO

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.

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

Top 3 holdings

ASML Holding NV (5.16 %)

Novo Nordisk AS Class B (5.00 %)

Adobe Inc (4.71 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Information Technology (54.21 %)

Health Care (20.75 %)

Other (15.14 %)

Top 3 countries

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Management fee

0.55 %

0.85 %


Key Summary

ESGI

FHCO

Issuer

VanEck

Fidelity

Tracking index

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.85 %

Price

$37.35

$9.93

Size

$202.822 million

$954.226 thousand

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.26 %

2.53 %

Market

ASX

ASX

First listed date

08/03/2018

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

ESGI

FHCO

Popularity

Medium

N/A

Pearlers invested

1,227

0

Median incremental investment

$743.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,910.97

$0

Average age group

26 - 35

N/A


Pros and Cons

ESGI

FHCO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ESGI

FHCO

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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