Back
Compare AU
Compare ESGI vs. IHEB
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 VanEck MSCI International Sustainable Equity ETF (ESGI) and the iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | IHEB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,277 | 3 |
Median incremental investment | $750.00 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,093.04 | $8,220.45 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | IHEB | |
|---|---|---|
Strategy | 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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | ASML Holding NV (7.34 %) Applied Materials Inc (3.62 %) ServiceNow Inc (3.59 %) | iShares JP Morgan $ EM Bond ETF USD Dist (100.07 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.51 % |
Key Summary
ESGI | IHEB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.51 % |
Price | $36.72 | $78.29 |
Size | $236.313 million | $104.454 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.24 % | 5.71 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | IHEB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,277 | 3 |
Median incremental investment | $750.00 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,093.04 | $8,220.45 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | IHEB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ESGI | IHEB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |