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Compare IESG vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 68 | 0 |
Median incremental investment | $1,718.63 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,827.54 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
IESG | R3AL | |
|---|---|---|
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 407.73m 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 | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | Scentre Group (6.70 %) APA Group (5.73 %) Digital Realty Trust Inc (5.23 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.01 % | 0 % |
Key Summary
IESG | R3AL | |
|---|---|---|
Issuer | iShares | Martin Currie |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0 % |
Price | $31.74 | $1.635 |
Size | $391.565 million | $497.441 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.27 % | 3.74 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 68 | 0 |
Median incremental investment | $1,718.63 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,827.54 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
IESG | R3AL | |
|---|---|---|
Pros |
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Cons |
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IESG | R3AL |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |