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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 Currency Hedged ETF (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 | 102 | 75 |
Median incremental investment | $4,993.50 | $1,525.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $26,470.10 | $6,784.62 |
Average age group | > 35 | > 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 ETF currently has 469.47m in AUM and 82 holdings. 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 | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (5.53 %) APPLE INC (4.81 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.11 % | 1 % |
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 % | 1 % |
Price | $82.59 | $30.98 |
Size | $2.423 billion | $466.823 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.40 % | 2.30 % |
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 | 102 | 75 |
Median incremental investment | $4,993.50 | $1,525.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $26,470.10 | $6,784.62 |
Average age group | > 35 | > 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 |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |