Compare AU
Compare FUEL vs. ESGI
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 Energy Companies ETF - Currency Hedged (FUEL) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FUEL | ESGI | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 47 | 1,227 |
Median incremental investment | $1,120.04 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,587.20 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
FUEL | ESGI | |
---|---|---|
Strategy | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. | 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. |
Top 3 holdings | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (80.25 %) Communication Services (33.88 %) Energy (18.76 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | United States (57.44 %) Canada (14.15 %) United Kingdom of Great Britain and Northern Ireland (11.60 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.57 % | 0.55 % |
Key Summary
FUEL | ESGI | |
---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.55 % |
Price | $6.40 | $37.16 |
Size | $156.624 million | $213.501 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.25 % | 3.26 % |
Market | ASX | ASX |
First listed date | 20/06/2016 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUEL | ESGI | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 47 | 1,227 |
Median incremental investment | $1,120.04 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,587.20 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FUEL | ESGI | |
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Pros |
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Cons |
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FUEL | ESGI |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |