Compare AU
Compare IBAL vs. EINC
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $765.45 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $11,109.41 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | EINC | |
|---|---|---|
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 . | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
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 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (97.66 %) New Zealand (2.34 %) |
Management fee | 0.22 % | 0.85 % |
Key Summary
IBAL | EINC | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.85 % |
Price | $29.32 | $8.81 |
Size | $12.489 million | $22.474 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.30 % | 5.87 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $765.45 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $11,109.41 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | EINC | |
|---|---|---|
Pros |
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Cons |
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IBAL | EINC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |