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Compare ALFA vs. IBAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Australian Long Short Complex ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ALFA

IBAL

Popularity

Low

Low

Pearlers invested

8

1

Median incremental investment

$1,008.50

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$1,233.81

$946.11

Average age group

> 35

> 35


Key Summary

ALFA

IBAL

Strategy

ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved.

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

VanEck Australian Long Short Complex ETF (100 %)

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

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.39 %

0.22 %


Key Summary

ALFA

IBAL

Issuer

VanEck

iShares

Tracking index

Asset class

ETF

ETF

Management fee

0.39 %

0.22 %

Price

$19.43

$28.67

Size

$9.102 million

$16.543 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

1.53 %

Market

ASX

ASX

First listed date

22/01/2025

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

ALFA

IBAL

Popularity

Low

Low

Pearlers invested

8

1

Median incremental investment

$1,008.50

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$1,233.81

$946.11

Average age group

> 35

> 35


Pros and Cons

ALFA

IBAL

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

ALFA

IBAL

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield