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Compare IBAL vs. BSUB
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 Betashares Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $50,045.00 | $9,995.63 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $16,390.40 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | BSUB | |
|---|---|---|
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 . | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (24.24 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.30 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.0833% JAN-35 (9.78 %) NATIONAL AUSTRALIA BANK LTD 5.5948% FEB-34 (9.74 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.52% JAN-34 (9.62 %) |
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 % | 0.29 % |
Key Summary
IBAL | BSUB | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.29 % |
Price | $30.13 | $25.64 |
Size | $22.675 million | $438.834 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 3.26 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $50,045.00 | $9,995.63 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $16,390.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | BSUB | |
|---|---|---|
Pros |
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Cons |
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IBAL | BSUB |
|---|---|
Higher exposure to AU market | Lower 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 |