Compare AU
Compare IOZ 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 iShares Core S&P/ASX 200 ETF (IOZ) and the VanEck MSCI International Sustainable Equity ETF (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 710 | 1,239 |
Median incremental investment | $1,007.51 | $743.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,472.34 | $1,907.88 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOZ | ESGI | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.46 %) BHP GROUP LTD (8.26 %) CSL LTD (5.54 %) | ASML Holding NV (5.75 %) NVIDIA Corp (4.85 %) Novo Nordisk AS Class B (4.05 %) |
Top 3 industries | Financials (33.34 %) Materials (17.72 %) Health Care (8.77 %) | Information Technology (56.26 %) Health Care (18.50 %) Other (15.14 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.05 % | 0.55 % |
Key Summary
IOZ | ESGI | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P ASX 200 | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.55 % |
Price | $33.41 | $36.69 |
Size | $6.735 billion | $208.148 million |
10Y return | 45.90 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 3.26 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 710 | 1,239 |
Median incremental investment | $1,007.51 | $743.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,472.34 | $1,907.88 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | ESGI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | ESGI |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |