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Compare AU
Compare MVW 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 Aussie Large-Caps (equal weight) (MVW) 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
MVW | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 75 |
Median incremental investment | $845.70 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $6,645.47 |
Average age group | > 35 | > 35 |
Key Summary
MVW | IESG | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional 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 | Nextdc Ltd (1.91 %) Dyno Nobel Ltd (1.70 %) Worley Ltd (1.68 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.35 % | 0.01 % |
Key Summary
MVW | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.01 % |
Price | $37.42 | $30.07 |
Size | $3.259 billion | $478.958 million |
10Y return | 56.77 % | N/A |
Annual distribution yield (5Y) | 3.74 % | 2.30 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 75 |
Median incremental investment | $845.70 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $6,645.47 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | IESG | |
|---|---|---|
Pros |
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Cons |
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MVW | IESG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |