Grow it · ETFs

ASUS vs IESG

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing ASUS and IESG. IESG has the lower management fee at 0.09% a year, IESG has the higher 5 years return at 6.3% a year, and IESG offers the higher at 2.55%.
Lower fee
IESG 0.09% p.a.
Higher 5 years return
IESG 6.3% p.a.
Higher yield
IESG 2.55%
Higher risk-adjusted
IESG Sharpe 0.26 (5y)
Lower volatility
IESG 14.2% (5y)
Larger fund
IESG $607m

Side-by-side comparison

Metric ASUS
Ausbil Active Sustainable Equity Fund - Active ETF
IESG
iShares Core MSCI Australia ESG ETF
Snapshot
Provider
—
iShares
Tracks index
—
MSCI Australia IMI Custom ESG Select Index
Categories
AU, ESG, Active
AU, ESG
Listed since
—
2020 (6 yrs)
Fund size (AUM)
$403m
$607m
Cost & income
Management fee
1%
0.09%
Dividend yield
1.36%
2.55%
Franking
70%
75%
Turnover
45%
15%
Tax drag 1.24% 0.62%
Returns
Tax bracket
1-year return
-4.2%
net
-3.2%
net
3-year return
11.6%
net
10%
net
5-year return
4.5%
net
6.3%
net
10-year return
—
—
Risk
Volatility (3y)
13.2%
12.1%
Volatility (5y)
14.7%
14.2%
Volatility (10y)
—
—
Sharpe ratio (3y)
0.59
0.51
Sharpe ratio (5y)
0.14
0.26
Sharpe ratio (10y)
—
—
Bid/ask spread
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

ASUS Ausbil Active Sustainable Equity Fund - Active ETF
  • Has lagged most peers over 1 year (270th of 318).
IESG iShares Core MSCI Australia ESG ETF
  • Low-cost: a 0.09% management fee keeps more of the return in your pocket.
  • Has lagged most peers over 1 year (263rd of 318).

Frequently Asked Questions

What's the difference between ASUS vs IESG?

ASUS and IESG are 2 Australian-listed ETFs we compare side by side. IESG carries the lower management fee (0.09%). Over 5 years, IESG has delivered the higher total return (6.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - ASUS vs IESG?

IESG has the lower management fee at 0.09% a year, versus ASUS 1%.

Which has performed higher - ASUS vs IESG?

Over the past 5 years, IESG has delivered the higher total return at 6.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IESG pays the higher at 2.55%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IESG is the larger fund by assets ($607m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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