Compare AU

Compare IESG vs. BEAR

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 Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IESG

BEAR

Popularity

Low

Low

Pearlers invested

60

3

Median incremental investment

$1,919.79

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$5,728.80

$2,294.00

Average age group

26 - 35

26 - 35


Key Summary

IESG

BEAR

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 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

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (12.51 %)

CSL LTD (9.35 %)

MACQUARIE GROUP LTD DEF (8.68 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Financials (29.83 %)

Materials (18.72 %)

Health Care (11.49 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Australia (95.54 %)

New Zealand (2.29 %)

United States (2.18 %)

Management fee

0.01 %

1.38 %


Key Summary

IESG

BEAR

Issuer

iShares

BetaShares

Tracking index

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

Asset class

ETF

ETF

Management fee

0.01 %

1.38 %

Price

$30.80

$7.75

Size

$291.893 million

$50.162 million

10Y return

N/A

-56.68 %

Annual distribution yield (5Y)

2.35 %

0.28 %

Market

ASX

ASX

First listed date

03/06/2021

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

IESG

BEAR

Popularity

Low

Low

Pearlers invested

60

3

Median incremental investment

$1,919.79

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$5,728.80

$2,294.00

Average age group

26 - 35

26 - 35


Pros and Cons

IESG

BEAR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IESG

BEAR

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

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