Compare AU

Compare HGBL vs. IESG

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Shares ETF - Currency Hedged

ASX

Buy

Buy

Overview
Performance

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

63

60

Median incremental investment

$4,030.00

$1,920.33

Median investment frequency

Monthly

Monthly

Median total investment

$15,401.40

$5,919.48

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

APPLE INC (5.31 %)

NVIDIA CORP (4.90 %)

MICROSOFT CORP (4.60 %)

COMMONWEALTH BANK OF AUSTRALIA (13.46 %)

CSL LTD (9.77 %)

WESFARMERS LTD (8.07 %)

Top 3 industries

Other (28.27 %)

Information Technology (24.25 %)

Financials (8.94 %)

Financials (30.82 %)

Materials (16.80 %)

Health Care (12.07 %)

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

$67.55

$31.32

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

63

60

Median incremental investment

$4,030.00

$1,920.33

Median investment frequency

Monthly

Monthly

Median total investment

$15,401.40

$5,919.48

Average age group

26 - 35

26 - 35


Pros and Cons

HGBL

IESG

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

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

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