Compare AU
Compare VDGR 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 Vanguard Diversified Growth Index ETF (VDGR) 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
VDGR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 107 | 1,227 |
Median incremental investment | $1,052.75 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,246.15 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
VDGR | ESGI | |
|---|---|---|
Strategy | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax | 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 | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.27 % | 0.55 % |
Key Summary
VDGR | ESGI | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.55 % |
Price | $63.65 | $37.42 |
Size | $1.222 million | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.01 % | 3.26 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDGR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 107 | 1,227 |
Median incremental investment | $1,052.75 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,246.15 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDGR | ESGI | |
|---|---|---|
Pros |
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Cons |
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VDGR | ESGI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |