Compare AU
Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | ESGI | |
|---|---|---|
Popularity | High | Medium |
Pearlers invested | 14,223 | 1,240 |
Median incremental investment | $996.50 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $1,919.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | ESGI | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (54.58 %) Health Care (18.78 %) Other (15.14 %) |
Top 3 countries | United States (99.92 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.04 % | 0.55 % |
Key Summary
IVV | ESGI | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.55 % |
Price | $64.06 | $36.63 |
Size | $11.228 billion | $206.026 million |
10Y return | 262.67 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 3.26 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | ESGI | |
|---|---|---|
Popularity | High | Medium |
Pearlers invested | 14,223 | 1,240 |
Median incremental investment | $996.50 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $1,919.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | ESGI | |
|---|---|---|
Pros |
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Cons |
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IVV | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |