Compare AU
Compare IBAL vs. DRUG
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 Global Healthcare ETF - Currency Hedged (DRUG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 63 |
Median incremental investment | $993.50 | $967.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,875.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | DRUG | |
|---|---|---|
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 . | DRUG.AX was created on 2016-08-04 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. DRUG.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars. |
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 %) | CHF - SWISS FRANC (0 %) AUD - AUSTRALIA DOLLAR (0 %) DKK - DANISH KRONE (0 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (75.53 %) Communication Services (33.53 %) Health Care (24.47 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (71.71 %) Switzerland (8.14 %) Denmark (6.30 %) |
Management fee | 0.22 % | 0.57 % |
Key Summary
IBAL | DRUG | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Nasdaq Global ex-Australia Healthcare Hedged AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.57 % |
Price | $29.32 | $8.12 |
Size | $12.489 million | $191.120 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 1.90 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 08/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 63 |
Median incremental investment | $993.50 | $967.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,875.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | DRUG | |
|---|---|---|
Pros |
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Cons |
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IBAL | DRUG |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |