Compare AU
Compare HQUS 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 HQUS and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HQUS | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $856.94 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $847.02 | $967.56 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | IBAL | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 | BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) |
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 | 0.29 % | 0.22 % |
Key Summary
HQUS | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.22 % |
Price | $44.58 | $29.32 |
Size | N/A | $12.489 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.30 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $856.94 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $847.02 | $967.56 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
HQUS | 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 |
Lower distribution yield | Higher distribution yield |