Compare AU

Compare IBAL vs. GGFD

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 Geared Long Us Tr Bond Ch (Hedge Fund) (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

GGFD

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$4,993.50

Median investment frequency

Weekly

Monthly

Median total investment

$980.76

$485.04

Average age group

> 35

26 - 35


Key Summary

IBAL

GGFD

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 .

GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure

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 %)

US 10YR ULTRA FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (105.83 %)

USD - UNITED STATES DOLLAR (-5.83 %)

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 %

0.99 %


Key Summary

IBAL

GGFD

Issuer

iShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.22 %

0.99 %

Price

$29.70

$19.73

Size

$12.205 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

- %

Market

ASX

ASX

First listed date

16/08/2022

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

IBAL

GGFD

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$4,993.50

Median investment frequency

Weekly

Monthly

Median total investment

$980.76

$485.04

Average age group

> 35

26 - 35


Pros and Cons

IBAL

GGFD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IBAL

GGFD

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

Higher distribution yield

Lower distribution yield

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