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Compare IYLD vs. ERTH

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Yield Plus ETF

ASX

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Buy

Overview
Performance

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

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IYLD

ERTH

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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