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Compare IESG vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 72 | 65 |
Median incremental investment | $1,537.20 | $1,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,396.30 | $2,100.12 |
Average age group | > 35 | > 35 |
Key Summary
IESG | GARP | |
|---|---|---|
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 451.87m in AUM and 80 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 | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | NVIDIA Corp (5.11 %) Eli Lilly and Co (5.11 %) Meta Platforms Inc Class A (4.79 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) |
Management fee | 0.01 % | 0 % |
Key Summary
IESG | GARP | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0 % |
Price | $31.05 | $12.21 |
Size | $450.147 million | $133.264 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.28 % | 1.21 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 72 | 65 |
Median incremental investment | $1,537.20 | $1,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,396.30 | $2,100.12 |
Average age group | > 35 | > 35 |
Pros and Cons
IESG | GARP | |
|---|---|---|
Pros |
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Cons |
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IESG | GARP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |