Compare AU
Compare IBAL vs. AYLD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $993.50 | $1,065.75 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $967.56 | $1,875.88 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | AYLD | |
|---|---|---|
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 . | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (54.40 %) Materials (17.61 %) Health Care (11.17 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.22 % | 0.6 % |
Key Summary
IBAL | AYLD | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.6 % |
Price | $29.32 | $10.75 |
Size | $12.489 million | $51.043 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 3.17 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $993.50 | $1,065.75 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $967.56 | $1,875.88 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | AYLD | |
|---|---|---|
Pros |
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Cons |
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IBAL | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |