Compare AU
Compare ESGI vs. IOZ
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 Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,249 | 745 |
Median incremental investment | $746.66 | $1,005.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,898.00 | $2,370.22 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ESGI | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | ASML Holding NV (5.56 %) Novo Nordisk AS Class B (4.24 %) NVIDIA Corp (4.17 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.55 % | 0.05 % |
Key Summary
ESGI | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.05 % |
Price | $36.21 | $31.47 |
Size | $210.541 million | $6.643 billion |
10Y return | N/A | 23.41 % |
Annual distribution yield (5Y) | 3.26 % | 5.33 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,249 | 745 |
Median incremental investment | $746.66 | $1,005.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,898.00 | $2,370.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ESGI | IOZ | |
|---|---|---|
Pros |
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Cons |
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ESGI | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |