Back
Compare AU
Compare IESG vs. MFOA
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 Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 1 |
Median incremental investment | $1,570.24 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,792.48 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IESG | MFOA | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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 | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | BHP Group Ltd (4.15 %) Westpac Banking Corp (3.32 %) CSL Ltd (3.25 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.01 % | 0 % |
Key Summary
IESG | MFOA | |
|---|---|---|
Issuer | iShares | Milford |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | RBA Cash Rate - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0 % |
Price | $32.04 | $11.46 |
Size | $427.489 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.28 % | 2.09 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 1 |
Median incremental investment | $1,570.24 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,792.48 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IESG | MFOA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IESG | MFOA |
|---|---|
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 |