Compare AU

Compare IBAL vs. CLDD

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 Cloud Computing ETF (CLDD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

CLDD

Popularity

Low

Low

Pearlers invested

1

56

Median incremental investment

$993.50

$807.67

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,712.16

Average age group

> 35

26 - 35


Key Summary

IBAL

CLDD

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 .

CLDD.AX was created on 2021-02-22 by BetaShares. The fund's investment portfolio concentrates primarily on information technology equity. The investment objective of the Fund is to provide an investment return that aims to track the total return performance of the indxx Global Cloud Computing Index (the Index), before taking into account and fees.

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 %)

SHOPIFY INC (4.76 %)

SNOWFLAKE INC (4.75 %)

TWILIO INC (4.68 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Information Technology (83.22 %)

Other (4.54 %)

Real Estate (3.44 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (90.20 %)

Canada (4.45 %)

Sweden (3.09 %)

Management fee

0.22 %

0.1 %


Key Summary

IBAL

CLDD

Issuer

iShares

BetaShares

Tracking index

Indxx Global Cloud Computing Index

Asset class

ETF

ETF

Management fee

0.22 %

0.1 %

Price

$29.32

$14.76

Size

$13.075 million

$50.471 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

1.01 %

Market

ASX

ASX

First listed date

16/08/2022

23/02/2021

Purchase fee

$6.50

$6.50


Community Stats

IBAL

CLDD

Popularity

Low

Low

Pearlers invested

1

56

Median incremental investment

$993.50

$807.67

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,712.16

Average age group

> 35

26 - 35


Pros and Cons

IBAL

CLDD

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower distribution yield

IBAL

CLDD

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

Home