At a glance
Side-by-side comparison
| Metric |
IESG
iShares Core MSCI Australia ESG ETF
|
VETH
Vanguard Ethically Conscious Australian Shares ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
Vanguard
|
| Tracks index |
MSCI Australia IMI Custom ESG Select Index
|
—
|
| Categories |
AU, ESG
|
AU, Thematic, ESG
|
| Listed since |
2020 (6 yrs)
|
—
|
| Fund size (AUM) |
$518m
|
$638m
|
| Cost & income | ||
| Management fee |
0.09%
|
0.16%
|
| Dividend yield |
2.54%
|
2.85%
|
| Franking |
75%
|
78%
|
| Turnover |
15%
|
9%
|
| Tax drag | 0.62% | 0.48% |
| Returns |
Tax bracket
|
|
| 1-year return |
-2.9%
net
|
-1%
net
|
| 3-year return |
8.5%
net
|
9.7%
net
|
| 5-year return |
6.3%
net
|
6.5%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
12.4%
|
11.9%
|
| Volatility (5y) |
14.2%
|
14.1%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.39
|
0.5
|
| Sharpe ratio (5y) |
0.28
|
0.29
|
| 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
- 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).
- Low-cost: a 0.16% management fee keeps more of the return in your pocket.
- Has lagged most peers over 1 year (264th of 308).
Frequently Asked Questions
IESG and VETH are 2 Australian-listed ETFs we compare side by side. IESG carries the lower management fee (0.09%). Over 5 years, VETH has delivered the higher total return (6.5% a year). The table above breaks down fees, returns, income and risk for each.
IESG has the lower management fee at 0.09% a year, versus VETH 0.16%.
Over the past 5 years, VETH has delivered the higher total return at 6.5% a year. Past performance is not a reliable indicator of future returns.
VETH pays the higher at 2.85%. Remember distributions are taxed each year at your marginal rate.
VETH is the larger fund by assets ($638m). 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.