Compare AU
Compare ESGI vs. IJR
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 MSCI Global Sustainable (ESGI) and the S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | IJR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 80 |
Median incremental investment | $743.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,904.85 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (98.93 %) |
Management fee | 0.55 % | 0.07 % |
Key Summary
ESGI | IJR | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.07 % |
Price | $37.16 | $194.31 |
Size | $202.822 million | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 3.26 % | 1.24 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | IJR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 80 |
Median incremental investment | $743.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,904.85 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | IJR | |
|---|---|---|
Pros |
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Cons |
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ESGI | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |