Compare AU
Compare EBND 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, shares and ETFs are a popular choice. Two options in the ASX are EBND and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EBND | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,747.46 | $977.46 |
Average age group | > 35 | > 35 |
Key Summary
EBND | IBAL | |
|---|---|---|
Strategy | EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark | 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 | VanEck Emerging Inc Opportunities Active ETF (Managed Fund) (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (20.82 %) iShares Core MSCI Australia ESG ETF (19.88 %) iShares Treasury ETF (18.97 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.95 % | 0.22 % |
Key Summary
EBND | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.95 % | 0.22 % |
Price | $10.42 | $29.62 |
Size | $170.273 million | $12.205 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.17 % | 1.30 % |
Market | ASX | ASX |
First listed date | 13/02/2020 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EBND | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,747.46 | $977.46 |
Average age group | > 35 | > 35 |
Pros and Cons
EBND | IBAL | |
|---|---|---|
Pros |
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Cons |
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EBND | 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 |