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Compare IESG vs. BOND
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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 73 | 10 |
Median incremental investment | $1,550.96 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,064.00 | $630.75 |
Average age group | > 35 | > 35 |
Key Summary
IESG | BOND | |
|---|---|---|
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 457.95m in AUM and 81 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 | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 40.62m in AUM and 226 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | Australia (Commonwealth of) 4.25% (1.63 %) Australia (Commonwealth of) 3.75% (1.48 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | |
Management fee | 0.01 % | 0.1 % |
Key Summary
IESG | BOND | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.1 % |
Price | $30.22 | $25.25 |
Size | $441.551 million | $40.470 million |
10Y return | N/A | -2.77 % |
Annual distribution yield (5Y) | 2.28 % | 1.46 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 73 | 10 |
Median incremental investment | $1,550.96 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,064.00 | $630.75 |
Average age group | > 35 | > 35 |
Pros and Cons
IESG | BOND | |
|---|---|---|
Pros |
| |
Cons |
|
IESG | BOND |
|---|---|
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 |