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Compare AU

Compare AQLT vs. IBAL

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

Betashares Australian Quality ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

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 Quality ETF (AQLT) 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

AQLT

IBAL

Popularity

Low

Low

Pearlers invested

58

1

Median incremental investment

$2,664.35

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$5,068.05

$956.67

Average age group

> 35

> 35


Key Summary

AQLT

IBAL

Strategy

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 394.67m in AUM and 39 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

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

SPI 200 FUTURES JUN25 (0 %)

TELSTRA GROUP LTD (7.95 %)

COMMONWEALTH BANK OF AUSTRALIA (7.61 %)

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

Financials (39.81 %)

Materials (12.58 %)

Consumer Discretionary (10.50 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.35 %

0.22 %


Key Summary

AQLT

IBAL

Issuer

BetaShares

iShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.22 %

Price

$29.90

$28.99

Size

$421.681 million

$16.543 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.46 %

1.53 %

Market

ASX

ASX

First listed date

05/04/2022

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

AQLT

IBAL

Popularity

Low

Low

Pearlers invested

58

1

Median incremental investment

$2,664.35

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$5,068.05

$956.67

Average age group

> 35

> 35


Pros and Cons

AQLT

IBAL

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower distribution yield

AQLT

IBAL

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield