Compare AU

Compare IBAL vs. EBND

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, shares and ETFs are a popular choice. Two options in the ASX are IBAL and EBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

EBND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,505.93

Average age group

> 35

> 35


Key Summary

IBAL

EBND

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 .

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

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 %)

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (100 %)

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 %

0.95 %


Key Summary

IBAL

EBND

Issuer

iShares

VanEck

Tracking index

Asset class

ETF

ETF

Management fee

0.22 %

0.95 %

Price

$29.32

$10.35

Size

$12.489 million

$172.192 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.30 %

5.17 %

Market

ASX

ASX

First listed date

16/08/2022

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

IBAL

EBND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,505.93

Average age group

> 35

> 35


Pros and Cons

IBAL

EBND

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

IBAL

EBND

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

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