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Compare BGBL 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 Global Shares ETF (BGBL) 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
BGBL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 702 | 2 |
Median incremental investment | $2,027.08 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $9,413.80 | $5,404.17 |
Average age group | 26 - 35 | > 35 |
Key Summary
BGBL | IBAL | |
|---|---|---|
Strategy | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account 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 | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.04 %) APPLE INC (4.94 %) | iShares Core MSCI Wld Ex Aus ESG ETF (22.29 %) iShares Treasury ETF (16.89 %) iShares Core MSCI Australia ESG ETF (16.20 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) |
Management fee | 0.08 % | 0.22 % |
Key Summary
BGBL | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.08 % | 0.22 % |
Price | $77.80 | $29.94 |
Size | N/A | $23.206 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.03 % | 2.61 % |
Market | ASX | ASX |
First listed date | 10/05/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BGBL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 702 | 2 |
Median incremental investment | $2,027.08 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $9,413.80 | $5,404.17 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | IBAL | |
|---|---|---|
Pros |
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Cons |
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BGBL | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |