Compare AU
Compare IHVV 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 S&P US 500 (AUD Hedged) (IHVV) 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
IHVV | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 164 | 1,227 |
Median incremental investment | $1,500.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.80 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | ESGI | |
|---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (94.52 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.1 % | 0.55 % |
Key Summary
IHVV | ESGI | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 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 | 0.1 % | 0.55 % |
Price | $55.40 | $37.47 |
Size | $2.040 billion | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 51.08 % | 3.26 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 164 | 1,227 |
Median incremental investment | $1,500.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.80 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | ESGI | |
|---|---|---|
Pros |
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Cons |
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IHVV | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |