Compare AU

Compare IESG vs. AQLT

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

iShares Core MSCI Australia Esg ETF

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 iShares Core MSCI Australia Esg ETF (IESG) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IESG

AQLT

Popularity

Low

Low

Pearlers invested

60

37

Median incremental investment

$1,915.75

$3,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,909.22

$5,388.36

Average age group

26 - 35

> 35


Key Summary

IESG

AQLT

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 274.13m 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

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (12.51 %)

CSL LTD (9.35 %)

MACQUARIE GROUP LTD DEF (8.68 %)

SPI 200 FUTURES SEP24 (0 %)

TELSTRA GROUP LTD (6.82 %)

COMMONWEALTH BANK OF AUSTRALIA (6.09 %)

Top 3 industries

Financials (29.83 %)

Materials (18.72 %)

Health Care (11.49 %)

Financials (37.43 %)

Materials (13.28 %)

Consumer Discretionary (10.82 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Management fee

0.01 %

0.35 %


Key Summary

IESG

AQLT

Issuer

iShares

BetaShares

Tracking index

MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.01 %

0.35 %

Price

$31.63

$32.24

Size

$286.740 million

$298.519 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.35 %

2.12 %

Market

ASX

ASX

First listed date

03/06/2021

05/04/2022

Purchase fee

$6.50

$6.50


Community Stats

IESG

AQLT

Popularity

Low

Low

Pearlers invested

60

37

Median incremental investment

$1,915.75

$3,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,909.22

$5,388.36

Average age group

26 - 35

> 35


Pros and Cons

IESG

AQLT

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IESG

AQLT

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

Home