Compare AU
Compare ESTX vs. IHEB
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 Global X Euro Stoxx 50 ETF (ESTX) and the iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESTX | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 2 |
Median incremental investment | $1,008.51 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,891.70 | $20,829.90 |
Average age group | > 35 | > 35 |
Key Summary
ESTX | IHEB | |
|---|---|---|
Strategy | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | ISHARES J.P. MORGAN $ EMER MKTS BD (98.96 %) USD CASH (0.57 %) USD/AUD (0.49 %) |
Top 3 industries | Information Technology (33.44 %) Industrials (24.08 %) Consumer Discretionary (12.19 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | |
Management fee | 0.35 % | 0.51 % |
Key Summary
ESTX | IHEB | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | Euro STOXX 50 | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.51 % |
Price | $96.94 | $76.23 |
Size | $174.606 million | $69.706 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 5.56 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 2 |
Median incremental investment | $1,008.51 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,891.70 | $20,829.90 |
Average age group | > 35 | > 35 |
Pros and Cons
ESTX | IHEB | |
|---|---|---|
Pros |
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Cons |
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ESTX | IHEB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |