Compare AU

Compare DVDY vs. IBAL

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

VanEck Morningstar Australian Moat Income ETF

ASX

Buy

Buy

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 VanEck Morningstar Australian Moat Income ETF (DVDY) 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

DVDY

IBAL

Popularity

Low

Low

Pearlers invested

50

1

Median incremental investment

$645.00

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,567.68

$976.47

Average age group

> 35

> 35


Key Summary

DVDY

IBAL

Strategy

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

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

Perpetual Ltd (4.44 %)

Ansell Ltd (4.44 %)

Computershare Ltd (4.39 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %)

iShares Core MSCI Australia ESG ETF (19.77 %)

iShares Treasury ETF (18.80 %)

Top 3 industries

Financials (30.64 %)

Industrials (30.08 %)

Consumer Discretionary (20.05 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (100.00 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.35 %

0.22 %


Key Summary

DVDY

IBAL

Issuer

VanEck

iShares

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.22 %

Price

$22.72

$29.59

Size

$66.679 million

$13.066 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.64 %

1.30 %

Market

ASX

ASX

First listed date

09/09/2020

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

DVDY

IBAL

Popularity

Low

Low

Pearlers invested

50

1

Median incremental investment

$645.00

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,567.68

$976.47

Average age group

> 35

> 35


Pros and Cons

DVDY

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

DVDY

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

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