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Compare VHY 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 Vanguard Australian Shares High Yield ETF (VHY) 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
VHY | IESG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,645 | 73 |
Median incremental investment | $1,000.00 | $1,492.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,478.92 | $7,107.01 |
Average age group | > 35 | > 35 |
Key Summary
VHY | IESG | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 564.6m in AUM and 95 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.25 % | 0.01 % |
Key Summary
VHY | IESG | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.01 % |
Price | $85.48 | $31.87 |
Size | $8.084 billion | $561.086 million |
10Y return | 46.42 % | N/A |
Annual distribution yield (5Y) | 5.98 % | 2.42 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | IESG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,645 | 73 |
Median incremental investment | $1,000.00 | $1,492.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,478.92 | $7,107.01 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | IESG | |
|---|---|---|
Pros |
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Cons |
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VHY | IESG |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |