Compare AU
Compare HGBL vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 60 |
Median incremental investment | $4,493.50 | $1,920.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $6,015.99 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HGBL | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | NVIDIA CORP (4.98 %) APPLE INC (4.76 %) MICROSOFT CORP (4.72 %) | COMMONWEALTH BANK OF AUSTRALIA (13.26 %) CSL LTD (9.40 %) MACQUARIE GROUP LTD DEF (8.18 %) |
Top 3 industries | Other (28.60 %) Information Technology (23.21 %) Financials (9.21 %) | Financials (30.76 %) Materials (17.60 %) Health Care (11.75 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.11 % | 0.01 % |
Key Summary
HGBL | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.01 % |
Price | $68.00 | $31.34 |
Size | $1.096 billion | $301.997 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 2.42 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 60 |
Median incremental investment | $4,493.50 | $1,920.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $6,015.99 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HGBL | IESG | |
|---|---|---|
Pros |
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Cons |
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HGBL | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |