Compare AU
Compare ESGI vs. IBAL
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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | IBAL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 1 |
Median incremental investment | $746.69 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,887.60 | $948.09 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | IBAL | |
|---|---|---|
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. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.00 %) iShares Core MSCI Australia ESG ETF (19.41 %) iShares Treasury ETF (19.27 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.55 % | 0.22 % |
Key Summary
ESGI | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
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 % | 0.22 % |
Price | $35.84 | $28.65 |
Size | $210.541 million | $15.231 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 1.40 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | IBAL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 1 |
Median incremental investment | $746.69 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,887.60 | $948.09 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | IBAL | |
|---|---|---|
Pros |
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Cons |
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ESGI | IBAL |
|---|---|
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 |