Compare AU

Compare IBAL vs. CFLO

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 BetaShares Global Cash Flow Kings ETF (CFLO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$993.50

$1,023.46

Median investment frequency

Weekly

Monthly

Median total investment

$966.57

$3,251.39

Average age group

> 35

> 35


Key Summary

IBAL

CFLO

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 .

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (21.25 %)

iShares Core MSCI Australia ESG ETF (19.61 %)

iShares Treasury ETF (18.87 %)

ALPHABET INC (4.77 %)

NVIDIA CORP (4.04 %)

BERKSHIRE HATHAWAY INC (4.02 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (29.19 %)

Information Technology (27.27 %)

Financials (11.58 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Management fee

0.22 %

0.4 %


Key Summary

IBAL

CFLO

Issuer

iShares

BetaShares

Tracking index

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.22 %

0.4 %

Price

$29.29

$18.74

Size

$12.953 million

$32.072 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

0.36 %

Market

ASX

ASX

First listed date

16/08/2022

15/11/2023

Purchase fee

$6.50

$6.50


Community Stats

IBAL

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$993.50

$1,023.46

Median investment frequency

Weekly

Monthly

Median total investment

$966.57

$3,251.39

Average age group

> 35

> 35


Pros and Cons

IBAL

CFLO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

IBAL

CFLO

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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