Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are IESG and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IESG | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 19 |
Median incremental investment | $1,919.79 | $1,032.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $1,621.20 |
Average age group | 26 - 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 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 | 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 (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) | Global X S&P World Ex Australia Garp ETF (100 %) |
Top 3 industries | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
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 | $30.80 | $11.58 |
Size | $291.893 million | $10.281 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.35 % | - % |
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 | 60 | 19 |
Median incremental investment | $1,919.79 | $1,032.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $1,621.20 |
Average age group | 26 - 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 |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |