Back
Compare AU
Compare IESG vs. PLUS
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 VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 3 |
Median incremental investment | $1,776.21 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,462.22 | $13,314.84 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | PLUS | |
|---|---|---|
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 397.43m 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 | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 405.34m in AUM and 163 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | Scentre Group Trust 1 (1.74 %) AusNet Services Holdings Pty Ltd. (1.67 %) Credit Agricole S.A. (1.61 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.01 % | 0.32 % |
Key Summary
IESG | PLUS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.32 % |
Price | $31.40 | $16.93 |
Size | $411.288 million | $400.548 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.27 % | 2.93 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 3 |
Median incremental investment | $1,776.21 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,462.22 | $13,314.84 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | PLUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IESG | PLUS |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |