Compare AU
Compare FSML 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 FSML and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FSML | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $855.00 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $2,300.09 | $946.11 |
Average age group | > 35 | > 35 |
Key Summary
FSML | IBAL | |
|---|---|---|
Strategy | The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to outperform the S&P/ ASX Small Ordinaries Accumulation Index over the medium to long term | 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 | Firetrail Aust Small Companies Fund - Active ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) |
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 % | 0.22 % |
Key Summary
FSML | IBAL | |
|---|---|---|
Issuer | Firetraill | iShares |
Tracking index | S&P/ASX Small Ordinaries Accumulation Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $1.69 | $28.67 |
Size | N/A | $16.543 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.53 % |
Market | ASX | ASX |
First listed date | 17/11/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FSML | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $855.00 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $2,300.09 | $946.11 |
Average age group | > 35 | > 35 |
Pros and Cons
FSML | IBAL | |
|---|---|---|
Pros |
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Cons |
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FSML | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |