Compare AU
Compare AQLT 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 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 | 62 | 1 |
Median incremental investment | $2,293.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,208.12 | $969.21 |
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 446.41m 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 (7.83 %) COMMONWEALTH BANK OF AUSTRALIA (7.48 %) | 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 (39.52 %) Materials (12.37 %) Consumer Discretionary (10.55 %) | 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 | $31.28 | $29.37 |
Size | $445.752 million | $17.756 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 | 62 | 1 |
Median incremental investment | $2,293.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,208.12 | $969.21 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | IBAL | |
|---|---|---|
Pros |
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Cons |
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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 |