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Compare BSUB 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 Aus Major Bank Subordinated Debt ETF (BSUB) 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
BSUB | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 2 |
Median incremental investment | $10,006.96 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $11,562.92 | $5,304.90 |
Average age group | > 35 | > 35 |
Key Summary
BSUB | IBAL | |
|---|---|---|
Strategy | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 617.2m in AUM and 16 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN 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 | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.6771% JAN-34 (10.08 %) WESTPAC BANKING CORP 6.0298% JUN-33 (9.29 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.2454% JAN-35 (9.08 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.12 %) iShares Treasury ETF (15.70 %) iShares Core MSCI Australia ESG ETF (15.49 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | |
Management fee | 0.29 % | 0.22 % |
Key Summary
BSUB | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.22 % |
Price | $25.61 | $29.39 |
Size | $621.765 million | $23.876 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.40 % | 2.61 % |
Market | ASX | ASX |
First listed date | 07/05/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BSUB | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 2 |
Median incremental investment | $10,006.96 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $11,562.92 | $5,304.90 |
Average age group | > 35 | > 35 |
Pros and Cons
BSUB | IBAL | |
|---|---|---|
Pros |
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Cons |
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BSUB | 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 |
Higher distribution yield | Lower distribution yield |