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Compare QMIX 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 State Street SPDR MSCI World Quality Mix ETF (QMIX) 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
QMIX | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 73 |
Median incremental investment | $996.75 | $1,547.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,994.85 | $6,044.00 |
Average age group | > 35 | > 35 |
Key Summary
QMIX | IESG | |
|---|---|---|
Strategy | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 386.05m in AUM and 1099 holdings. The State Street SPDR MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index. | 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 457.95m in AUM and 81 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 | Apple Inc (2.21 %) Meta Platforms Inc Class A (2.05 %) Microsoft Corp (1.99 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Information Technology (45.99 %) Communication Services (27.13 %) Health Care (11.71 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (65.52 %) Japan (8.05 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.6 % | 0.01 % |
Key Summary
QMIX | IESG | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | MSCI World Factor Mix A-Series Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.01 % |
Price | $33.65 | $30.22 |
Size | $380.633 million | $441.551 million |
10Y return | 127.21 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 2.28 % |
Market | ASX | ASX |
First listed date | 14/09/2015 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QMIX | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 73 |
Median incremental investment | $996.75 | $1,547.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,994.85 | $6,044.00 |
Average age group | > 35 | > 35 |
Pros and Cons
QMIX | IESG | |
|---|---|---|
Pros |
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Cons |
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QMIX | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |