Compare AU
Compare IYLD vs. ERTH
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 Yield Plus ETF (IYLD) and the BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IYLD | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 373 |
Median incremental investment | $199.50 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,595.52 | $910.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IYLD | ERTH | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.63 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.49 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.12 % | 0.55 % |
Key Summary
IYLD | ERTH | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.55 % |
Price | $99.72 | $9.10 |
Size | $50.956 million | $95.069 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.43 % | 0.58 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 373 |
Median incremental investment | $199.50 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,595.52 | $910.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IYLD | ERTH | |
|---|---|---|
Pros |
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Cons |
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IYLD | ERTH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |