Compare AU
Compare IESG vs. AQLT
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 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 |
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Cons |
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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 |