Compare AU
Compare ESGI vs. HVST
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 BetaShares Australian Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | HVST | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,245 | 54 |
Median incremental investment | $747.04 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.80 | $2,941.53 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | HVST | |
---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 240.78m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | ASML Holding NV (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) | BETASHARES AUSTRALIA 200 ETF (24.67 %) BETASHARES AUSTRALIAN RESOURCE (8.94 %) BETASHARES S&P/ASX FINANCIAL S (8.58 %) |
Top 3 industries | Information Technology (54.79 %) Health Care (18.51 %) Other (15.14 %) | Other (54.66 %) Financials (10.44 %) Health Care (6.47 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.55 % | 0.65 % |
Key Summary
ESGI | HVST | |
---|---|---|
Issuer | VanEck | BetaShares |
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 % | 0.65 % |
Price | $37.15 | $13.86 |
Size | $210.056 million | $242.600 million |
10Y return | N/A | -46.71 % |
Annual distribution yield (5Y) | 3.26 % | 9.09 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | HVST | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,245 | 54 |
Median incremental investment | $747.04 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.80 | $2,941.53 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | HVST | |
---|---|---|
Pros |
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Cons |
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ESGI | HVST |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |