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Compare LEVR vs. IGRO
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the iShares High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $3,056.34 | $755.47 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,663.37 | $1,848.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | IGRO | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
Top 3 holdings | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | iShares Core MSCI Wld Ex Aus ESG ETF (43.45 %) iShares Core MSCI Australia ESG ETF (28.34 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.51 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | |
Management fee | 0 % | 0.22 % |
Key Summary
LEVR | IGRO | |
|---|---|---|
Issuer | First Sentier | iShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $1.465 | $35.55 |
Size | N/A | $21.583 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 2.33 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $3,056.34 | $755.47 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,663.37 | $1,848.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | IGRO | |
|---|---|---|
Pros |
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Cons |
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LEVR | IGRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |