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Compare IBAL vs. ALTB

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

iShares Balanced Esg 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 iShares Balanced Esg ETF (IBAL) and the iShares 15+ Year Australian Government Bond ETF (ALTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

ALTB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$2,018.40

Median investment frequency

Weekly

Quarterly

Median total investment

$945.12

$13,000.68

Average age group

> 35

26 - 35


Key Summary

IBAL

ALTB

Strategy

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 .

ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %)

iShares Treasury ETF (16.32 %)

iShares Core MSCI Australia ESG ETF (16.19 %)

AUSTRALIA (COMMONWEALTH OF) RegS (20.85 %)

AUSTRALIA (COMMONWEALTH OF) RegS (19.22 %)

AUSTRALIA (COMMONWEALTH OF) RegS (19.16 %)

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

0.22 %

0.15 %


Key Summary

IBAL

ALTB

Issuer

iShares

iShares

Tracking index

Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.22 %

0.15 %

Price

$28.64

$98.49

Size

$16.424 million

$92.877 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.53 %

0.43 %

Market

ASX

ASX

First listed date

16/08/2022

12/06/2024

Purchase fee

$6.50

$6.50


Community Stats

IBAL

ALTB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$2,018.40

Median investment frequency

Weekly

Quarterly

Median total investment

$945.12

$13,000.68

Average age group

> 35

26 - 35


Pros and Cons

IBAL

ALTB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IBAL

ALTB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield