Compare AU
Compare VEFI vs. IGRO
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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) and the iShares High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $2,216.58 | $734.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $2,704.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
VEFI | IGRO | |
|---|---|---|
Strategy | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
Top 3 holdings | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) | iShares Core MSCI Wld Ex Aus ESG ETF (41.17 %) iShares Core MSCI Australia ESG ETF (35.10 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.52 %) |
Top 3 industries | Financials (0.00 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | |
Management fee | 0.26 % | 0.22 % |
Key Summary
VEFI | IGRO | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.22 % |
Price | $42.55 | $31.82 |
Size | $4.218 million | $13.917 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.42 % | 1.41 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $2,216.58 | $734.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $2,704.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VEFI | IGRO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VEFI | IGRO |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |