Compare AU
Compare IHEB vs. ESGI
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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHEB | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,227 |
Median incremental investment | $4,196.50 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $20,393.10 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHEB | ESGI | |
|---|---|---|
Strategy | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.51 % | 0.55 % |
Key Summary
IHEB | ESGI | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.51 % | 0.55 % |
Price | $74.70 | $37.16 |
Size | $68.363 million | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.56 % | 3.26 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHEB | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,227 |
Median incremental investment | $4,196.50 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $20,393.10 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHEB | ESGI | |
|---|---|---|
Pros |
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Cons |
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IHEB | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |