Compare AU

Compare IGRO vs. MTUM

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares High Growth Esg ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IGRO and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IGRO

MTUM

Popularity

Low

Low

Pearlers invested

7

2

Median incremental investment

$670.06

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,852.64

$583.30

Average age group

> 35

26 - 35


Key Summary

IGRO

MTUM

Strategy

IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds

N/A

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (41.20 %)

iShares Core MSCI Australia ESG ETF (35.15 %)

iShares Core MSCI Wld ex Aus ESG AUHDETF (14.73 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (47.22 %)

Australia (36.23 %)

Japan (3.92 %)

Management fee

0.22 %

0 %


Key Summary

IGRO

MTUM

Issuer

iShares

Tracking index

34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net

Asset class

ETF

Stock

Management fee

0.22 %

0 %

Price

$33.96

$27.13

Size

$10.554 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.32 %

- %

Market

ASX

ASX

First listed date

16/08/2022

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

IGRO

MTUM

Popularity

Low

Low

Pearlers invested

7

2

Median incremental investment

$670.06

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,852.64

$583.30

Average age group

> 35

26 - 35


Pros and Cons

IGRO

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

IGRO

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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