Compare AU
Compare ESGI vs. USD
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 BetaShares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | USD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,240 | 4 |
Median incremental investment | $746.22 | $1,978.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.28 | $1,027.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | USD | |
---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | ASML Holding NV (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) | AUD - AUSTRALIA DOLLAR (0.00 %) |
Top 3 industries | Information Technology (54.58 %) Health Care (18.78 %) Other (15.14 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.45 % |
Key Summary
ESGI | USD | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.45 % |
Price | $37.10 | $15.75 |
Size | $206.026 million | $83.399 million |
10Y return | N/A | 24.41 % |
Annual distribution yield (5Y) | 3.26 % | 1.74 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | USD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,240 | 4 |
Median incremental investment | $746.22 | $1,978.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.28 | $1,027.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | USD | |
---|---|---|
Pros |
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Cons |
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ESGI | USD |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |