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Compare IESG vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 61 |
Median incremental investment | $1,570.24 | $1,093.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,811.56 | $3,843.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | VDBA | |
|---|---|---|
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 427.49m in AUM and 79 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 | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.01 % | 0.27 % |
Key Summary
IESG | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | 20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.27 % |
Price | $32.13 | $60.86 |
Size | $434.854 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.28 % | 3.95 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 61 |
Median incremental investment | $1,570.24 | $1,093.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,811.56 | $3,843.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | VDBA | |
|---|---|---|
Pros |
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Cons |
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IESG | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |