Compare AU

Compare ESGI vs. ISO

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck MSCI International Sustainable Equity ETF

ASX

Buy

Buy

Overview
Performance

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/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ESGI

ISO

Popularity

Medium

Low

Pearlers invested

1,245

8

Median incremental investment

$747.04

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,931.80

$1,838.43

Average age group

26 - 35

26 - 35


Key Summary

ESGI

ISO

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.

ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 138.52m in AUM and 202 holdings. 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 the 200 largest Australian securities listed on the ASX.

Top 3 holdings

ASML Holding NV (5.66 %)

Adobe Inc (4.16 %)

NVIDIA Corp (4.09 %)

LIFE360 INC. CDI INC (1.85 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %)

SIGMA HEALTHCARE LTD (1.48 %)

Top 3 industries

Information Technology (54.79 %)

Health Care (18.51 %)

Other (15.14 %)

Materials (21.59 %)

Consumer Discretionary (14.97 %)

Financials (12.88 %)

Top 3 countries

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

0.55 %


Key Summary

ESGI

ISO

Issuer

VanEck

iShares

Tracking index

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.55 %

0.55 %

Price

$37.15

$4.91

Size

$210.056 million

$139.843 million

10Y return

N/A

24.62 %

Annual distribution yield (5Y)

3.26 %

5.09 %

Market

ASX

ASX

First listed date

08/03/2018

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

ESGI

ISO

Popularity

Medium

Low

Pearlers invested

1,245

8

Median incremental investment

$747.04

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,931.80

$1,838.43

Average age group

26 - 35

26 - 35


Pros and Cons

ESGI

ISO

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

ESGI

ISO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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