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Compare IVV vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | IESG | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 19,458 | 66 |
Median incremental investment | $993.50 | $1,582.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,126.62 | $7,175.97 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 380.24m in AUM and 83 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.04 % | 0.01 % |
Key Summary
IVV | IESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.01 % |
Price | $67.97 | $33.69 |
Size | $11.752 billion | $382.311 million |
10Y return | 266.48 % | N/A |
Annual distribution yield (5Y) | 1.26 % | 2.27 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IESG | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 19,458 | 66 |
Median incremental investment | $993.50 | $1,582.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,126.62 | $7,175.97 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | IESG | |
|---|---|---|
Pros |
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Cons |
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IVV | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |