Compare AU
Compare ESGI vs. ROYL
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 BetaShares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | ROYL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 7 |
Median incremental investment | $743.50 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $1,675.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.55 % | 0.69 % |
Key Summary
ESGI | ROYL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.69 % |
Price | $37.16 | $10.88 |
Size | $213.501 million | $11.057 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 1.27 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | ROYL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 7 |
Median incremental investment | $743.50 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $1,675.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | ROYL | |
|---|---|---|
Pros |
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Cons |
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ESGI | ROYL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |