Compare AU
Compare HGBL 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 Shares ETF - Currency Hedged (HGBL) 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
HGBL | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 59 | 1,227 |
Median incremental investment | $3,998.73 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,465.12 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HGBL | ESGI | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | 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 | Betashares Global Shares ETF (100.00 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.11 % | 0.55 % |
Key Summary
HGBL | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.55 % |
Price | $68.32 | $37.16 |
Size | $1.064 billion | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.43 % | 3.26 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 59 | 1,227 |
Median incremental investment | $3,998.73 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,465.12 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HGBL | ESGI | |
|---|---|---|
Pros |
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Cons |
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HGBL | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |