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Compare IESG vs. AESG
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 MSCI Australia Esg ETF (IESG) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 4 |
Median incremental investment | $1,513.65 | $9,994.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,875.31 | $9,873.60 |
Average age group | > 35 | > 35 |
Key Summary
IESG | AESG | |
|---|---|---|
Strategy | 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 504.92m in AUM and 95 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 | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.96 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | |
Management fee | 0.01 % | 0.19 % |
Key Summary
IESG | AESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.19 % |
Price | $31.11 | $96.80 |
Size | $509.512 million | $429.255 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.42 % | 2.25 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 4 |
Median incremental investment | $1,513.65 | $9,994.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,875.31 | $9,873.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IESG | AESG | |
|---|---|---|
Pros |
| |
Cons |
|
IESG | AESG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |