Compare AU
Compare ESGI vs. IHVV
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 S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | IHVV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 175 |
Median incremental investment | $746.69 | $1,502.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $2,817.65 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (94.52 %) |
Management fee | 0.55 % | 0.1 % |
Key Summary
ESGI | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.1 % |
Price | $35.80 | $51.12 |
Size | $210.541 million | $2.113 billion |
10Y return | N/A | 98.83 % |
Annual distribution yield (5Y) | 3.26 % | 51.08 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | IHVV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 175 |
Median incremental investment | $746.69 | $1,502.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $2,817.65 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
ESGI | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |