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Compare MFOA 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 Milford Australian Absolute Growth Complex ETF (MFOA) 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
MFOA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 75 |
Median incremental investment | $565.60 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,021.18 | $6,647.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
MFOA | IESG | |
|---|---|---|
Strategy | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). | 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 457.2m in AUM and 80 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 | BHP Group Ltd (4.17 %) National Australia Bank Ltd (3.49 %) ANZ Group Holdings Ltd (3.17 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0 % | 0.01 % |
Key Summary
MFOA | IESG | |
|---|---|---|
Issuer | Milford | iShares |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0 % | 0.01 % |
Price | $11.35 | $30.08 |
Size | N/A | $478.958 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 2.30 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 75 |
Median incremental investment | $565.60 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,021.18 | $6,647.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MFOA | IESG | |
|---|---|---|
Pros |
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Cons |
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MFOA | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |