Compare AU
Compare QUAL vs. ESGI
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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | ESGI | |
|---|---|---|
Popularity | Medium | Medium |
Pearlers invested | 1,283 | 1,227 |
Median incremental investment | $858.17 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | ESGI | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Information Technology (42.42 %) Communication Services (22.91 %) Health Care (19.91 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
QUAL | ESGI | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MSCI World ex Australia Quality Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $58.87 | $37.16 |
Size | $7.244 billion | $213.501 million |
10Y return | 261.17 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 3.26 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | ESGI | |
|---|---|---|
Popularity | Medium | Medium |
Pearlers invested | 1,283 | 1,227 |
Median incremental investment | $858.17 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | ESGI | |
|---|---|---|
Pros |
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Cons |
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QUAL | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |