Compare AU
Compare IAF 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 iShares Core Composite Bond ETF (IAF) 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
IAF | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 503 | 60 |
Median incremental investment | $1,126.90 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,631.98 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
IAF | IESG | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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 293.88m in AUM and 85 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.15 % | 0.01 % |
Key Summary
IAF | IESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.01 % |
Price | $101.23 | $30.80 |
Size | $2.790 billion | $291.893 million |
10Y return | -5.12 % | N/A |
Annual distribution yield (5Y) | 1.89 % | 2.35 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 503 | 60 |
Median incremental investment | $1,126.90 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,631.98 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IAF | IESG | |
|---|---|---|
Pros |
| |
Cons |
|
IAF | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |