Compare AU
Compare HVLU 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 HVLU and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | IBAL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $982.41 |
Average age group | N/A | > 35 |
Key Summary
HVLU | IBAL | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | 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 MSCI International Value (Aud 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
HVLU | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.22 % |
Price | $26.96 | $29.32 |
Size | $5.356 million | $12.205 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.78 % | 1.30 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | IBAL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $982.41 |
Average age group | N/A | > 35 |
Pros and Cons
HVLU | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
HVLU | 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 |