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Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 73 |
Median incremental investment | $985.50 | $1,550.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,915.58 | $6,212.00 |
Average age group | > 35 | > 35 |
Key Summary
HVST | IESG | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 293.17m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 457.95m in AUM and 81 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 | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.70 %) BHP GROUP LTD (9.37 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.65 % | 0.01 % |
Key Summary
HVST | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.01 % |
Price | $13.49 | $31.06 |
Size | $283.391 million | $441.551 million |
10Y return | -35.61 % | N/A |
Annual distribution yield (5Y) | 5.34 % | 2.28 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 73 |
Median incremental investment | $985.50 | $1,550.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,915.58 | $6,212.00 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | IESG | |
|---|---|---|
Pros |
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Cons |
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HVST | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |