Compare AU
Compare CFLO 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 Cash Flow Kings ETF (CFLO) 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
CFLO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,023.46 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,055.77 | $948.09 |
Average age group | > 35 | > 35 |
Key Summary
CFLO | IBAL | |
|---|---|---|
Strategy | CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index. | 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 | BERKSHIRE HATHAWAY INC (4.48 %) ALPHABET INC (4.21 %) VISA INC (3.87 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.00 %) iShares Core MSCI Australia ESG ETF (19.41 %) iShares Treasury ETF (19.27 %) |
Top 3 industries | Other (30.37 %) Information Technology (26.44 %) Financials (12.25 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (73.41 %) Japan (8.36 %) Switzerland (3.49 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.4 % | 0.22 % |
Key Summary
CFLO | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $17.87 | $28.73 |
Size | $33.764 million | $15.231 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.36 % | 1.40 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CFLO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,023.46 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,055.77 | $948.09 |
Average age group | > 35 | > 35 |
Pros and Cons
CFLO | IBAL | |
|---|---|---|
Pros |
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Cons |
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CFLO | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |