BetaShares Global Sustainability Leaders ETF

ASX:ETHI

BetaShares Global Sustainability Leaders ETF

ASX:ETHI
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$16.09 (+1.1%)
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Pinned straw:
edgescape
Added 2 years ago

Apparently ETHI holds Nvidia

Reason is the ETHI using the Nasdaq global sustainability leaders as a benchmark.

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ETHI has also been outperforming against AEF although that isn't a fair comparison as ETHI is a fund while AEF is a company doing ethical investing. AEF also holds Nvidia but it is much smaller than ETHI (bordering on insignificant)

[held]
Remorhaz
Added 2 years ago

Just for comparison - ETHI holds NVDA @ a 5.4% weighting (as of 25 May 2023)

VGS (Vanguard's MSCI World ex-Australia) has it at 1.28%

VESG (Vanguard's "ethical" variant of VGS) @ 1.54%

BGBL (Betashares version of VGS) @ 1.8%

IWLD (iShares/Blackrock's "ethical" version) @ 3.46%

IVV (S&P 500) @ 2.68%

NQD (Nasdaq 100) @ 6.8%


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edgescape
Added 2 years ago

Can't be in all of them as that would be lots of admin paperwork during tax time. The ETF tax statements are the same format as a managed fund with lots of boxes to fill out including capital gain earned (even though you did not "sell" or "reduce" the number of shares) and any distribution payments. With me working full time + study it is lots of work keeping track of all the numbers.

I'm only in IVV and ETHI which is enough for me.

ETHI does have a good mix of companies in the portfolio including ASML which make the machines that produce semiconductors. They did used to have Tesla as well but removed them as I guess they thought Musk was causing too much trouble.

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