Compare AU
Compare AAA vs. IBAL
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 Betashares Australian High Interest Cash ETF (AAA) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 1 |
Median incremental investment | $5,043.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,930.39 | $961.29 |
Average age group | > 35 | > 35 |
Key Summary
AAA | IBAL | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) |
Top 3 industries | Communication Services (100.00 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.18 % | 0.22 % |
Key Summary
AAA | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.22 % |
Price | $50.16 | $29.37 |
Size | $4.304 billion | $17.756 million |
10Y return | 0.06 % | N/A |
Annual distribution yield (5Y) | 2.40 % | 1.53 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 1 |
Median incremental investment | $5,043.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,930.39 | $961.29 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | IBAL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AAA | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |