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Compare ETHI vs. HVLU
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 Betashares Global Sustainability Leaders ETF (ETHI) and the VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | HVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 1 |
Median incremental investment | $793.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,244.00 | $27,293.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | HVLU | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as โClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | KRW - KOREAN WON (0 %) BROADCOM INC (7.07 %) NVIDIA CORP (6.00 %) | VanEck MSCI Intl Val ETF (100.49 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | |
Management fee | 0.59 % | 0.29 % |
Key Summary
ETHI | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.29 % |
Price | $16.50 | $33.41 |
Size | $3.826 billion | $50.616 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 3.73 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | HVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 1 |
Median incremental investment | $793.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,244.00 | $27,293.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | HVLU | |
|---|---|---|
Pros |
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Cons |
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ETHI | HVLU |
|---|---|
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 |