Compare AU
Compare IBAL vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | ESGI | |
|---|---|---|
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 . | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
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 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.22 % | 0.55 % |
Key Summary
IBAL | ESGI | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $29.32 | $37.16 |
Size | $12.205 million | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 3.26 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | ESGI | |
|---|---|---|
Pros |
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Cons |
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IBAL | ESGI |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |