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Compare HLTH 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 VanEck Global Healthcare Leaders ETF (HLTH) 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
HLTH | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 62 |
Median incremental investment | $547.55 | $1,776.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,502.37 | $6,922.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
HLTH | IESG | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 357.21m 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 | Alk-Abello AS Class B (2.86 %) Hims & Hers Health Inc Ordinary Shares - Class A (2.82 %) Tenet Healthcare Corp (2.79 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Health Care (100.00 %) Other (9.10 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | United States (68.78 %) Japan (13.50 %) Denmark (7.34 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.45 % | 0.01 % |
Key Summary
HLTH | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.01 % |
Price | $11.14 | $32.35 |
Size | $49.519 million | $361.095 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.61 % | 2.27 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 62 |
Median incremental investment | $547.55 | $1,776.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,502.37 | $6,922.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HLTH | IESG | |
|---|---|---|
Pros |
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Cons |
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HLTH | 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 |