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Compare FSML vs. IBAL

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

Firetrail Aust Small Companies Fund - Active ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

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/β€Šdistribution 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

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

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