Compare AU
Compare ESGI vs. WRLD
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 Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | WRLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 3 |
Median incremental investment | $746.69 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,887.60 | $2,779.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ESGI | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | APPLE INC (5.15 %) MICROSOFT CORP (4.33 %) NVIDIA CORP (3.87 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Other (29.86 %) Information Technology (22.36 %) Financials (9.03 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.55 % | 0.54 % |
Key Summary
ESGI | WRLD | |
|---|---|---|
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 % | 0.54 % |
Price | $35.84 | $20.11 |
Size | $210.541 million | $51.119 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 1.57 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | WRLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 3 |
Median incremental investment | $746.69 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,887.60 | $2,779.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ESGI | WRLD | |
|---|---|---|
Pros |
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Cons |
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ESGI | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |