Back
Compare AU
Compare IESG vs. EAFZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IESG and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IESG | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 73 | 4 |
Median incremental investment | $1,547.01 | $788.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,044.00 | $1,662.57 |
Average age group | > 35 | > 35 |
Key Summary
IESG | EAFZ | |
|---|---|---|
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 | N/A |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | Ellerston Asia Growth Fund Complex ETF (100 %) |
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 % |
Key Summary
IESG | EAFZ | |
|---|---|---|
Issuer | iShares | |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | Stock |
Management fee | 0.01 % | 0 % |
Price | $30.08 | $7.54 |
Size | $445.109 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.28 % | 7.94 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 07/06/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 73 | 4 |
Median incremental investment | $1,547.01 | $788.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,044.00 | $1,662.57 |
Average age group | > 35 | > 35 |
Pros and Cons
IESG | EAFZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IESG | EAFZ |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |