Compare AU

Compare ESTX vs. IBAL

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

Global X Euro Stoxx 50 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 Global X Euro Stoxx 50 ETF (ESTX) 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

ESTX

IBAL

Popularity

Low

Low

Pearlers invested

69

1

Median incremental investment

$1,009.51

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,183.04

$976.47

Average age group

> 35

> 35


Key Summary

ESTX

IBAL

Strategy

ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights.

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

ASML Holding NV (8.06 %)

SAP SE (7.33 %)

Lvmh Moet Hennessy Louis Vuitton SE (4.61 %)

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

Information Technology (34.77 %)

Industrials (24.07 %)

Consumer Discretionary (10.66 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

France (36.93 %)

Germany (27.26 %)

Netherlands (16.92 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.35 %

0.22 %


Key Summary

ESTX

IBAL

Issuer

ETFS

iShares

Tracking index

Euro STOXX 50

Asset class

ETF

ETF

Management fee

0.35 %

0.22 %

Price

$99.59

$29.59

Size

$188.707 million

$12.948 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.24 %

1.30 %

Market

ASX

ASX

First listed date

21/07/2016

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

ESTX

IBAL

Popularity

Low

Low

Pearlers invested

69

1

Median incremental investment

$1,009.51

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,183.04

$976.47

Average age group

> 35

> 35


Pros and Cons

ESTX

IBAL

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ESTX

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 price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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