Grow it · ETFs

ETHI vs IESG

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

At a glance

Comparing ETHI and IESG. IESG has the lower management fee at 0.09% a year, ETHI has the higher 5 years return at 9.3% a year, and IESG offers the higher at 2.54%.
Lower fee
IESG 0.09% p.a.
Higher 5 years return
ETHI 9.3% p.a.
Higher yield
IESG 2.54%
Higher risk-adjusted
ETHI Sharpe 0.51 (5y)
Lower volatility
ETHI 13.1% (5y)
Larger fund
ETHI $3.8bn

Side-by-side comparison

Metric ETHI
BetaShares Global Sustainability Leaders ETF
IESG
iShares Core MSCI Australia ESG ETF
Snapshot
Provider
BetaShares
iShares
Tracks index
Nasdaq Future Global Sustainability Leaders Index
MSCI Australia IMI Custom ESG Select Index
Categories
Intl, ESG
AU, ESG
Listed since
2017 (9 yrs)
2020 (6 yrs)
Fund size (AUM)
$3.8bn
$518m
Cost & income
Management fee
0.59%
0.09%
Dividend yield
1.8%
2.54%
Franking
0%
75%
Turnover
5%
15%
Tax drag 0.7% 0.62%
Returns
Tax bracket
1-year return
7.9%
net
-2.9%
net
3-year return
12.8%
net
8.5%
net
5-year return
9.3%
net
6.3%
net
10-year return
Risk
Volatility (3y)
12.2%
12.4%
Volatility (5y)
13.1%
14.2%
Volatility (10y)
Sharpe ratio (3y)
0.72
0.39
Sharpe ratio (5y)
0.51
0.28
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

ETHI BetaShares Global Sustainability Leaders ETF
  • Pricier than similar ETFs, which average around 0.51%.
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 (274th of 308).

Frequently Asked Questions

What's the difference between ETHI vs IESG?

ETHI and IESG are 2 Australian-listed ETFs we compare side by side. IESG carries the lower management fee (0.09%). Over 5 years, ETHI has delivered the higher total return (9.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - ETHI vs IESG?

IESG has the lower management fee at 0.09% a year, versus ETHI 0.59%.

Which has performed higher - ETHI vs IESG?

Over the past 5 years, ETHI has delivered the higher total return at 9.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IESG pays the higher at 2.54%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

ETHI is the larger fund by assets ($3.8bn). 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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