Compare AU
Compare HEUR 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 Europe ETF-Currency Hedged (HEUR) 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
HEUR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 13 | 1,227 |
Median incremental investment | $1,226.66 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HEUR | ESGI | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, 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 | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.56 % | 0.55 % |
Key Summary
HEUR | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.55 % |
Price | $14.51 | $37.16 |
Size | $44.235 million | $213.501 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 3.26 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 13 | 1,227 |
Median incremental investment | $1,226.66 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HEUR | ESGI | |
|---|---|---|
Pros |
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Cons |
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HEUR | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |