Compare AU
Compare USD 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 BetaShares U.S. Dollar ETF (USD) 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
USD | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 61 |
Median incremental investment | $1,978.27 | $1,920.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,019.85 | $6,228.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
USD | IESG | |
---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | 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 314.11m in AUM and 85 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 | AUD - AUSTRALIA DOLLAR (0.00 %) | COMMONWEALTH BANK OF AUSTRALIA (13.26 %) CSL LTD (9.40 %) MACQUARIE GROUP LTD DEF (8.18 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Financials (30.76 %) Materials (17.60 %) Health Care (11.75 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.45 % | 0.01 % |
Key Summary
USD | IESG | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.01 % |
Price | $15.69 | $31.94 |
Size | $83.486 million | $315.631 million |
10Y return | 24.62 % | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.42 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 61 |
Median incremental investment | $1,978.27 | $1,920.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,019.85 | $6,228.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USD | IESG | |
---|---|---|
Pros |
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Cons |
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USD | IESG |
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Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |