Compare AU
Compare DVDY 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 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 |
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Cons |
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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 |