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Compare IBAL vs. GMVW
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 VanEck Geared Australian Equal Weight Complex ETF (GMVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $50,045.00 | $1,075.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,286.97 | $5,877.84 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | GMVW | |
|---|---|---|
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 . | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 32.53m in AUM and 73 holdings. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (24.24 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.30 %) | VanEck Australian Equal Wt ETF (223.19 %) |
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 % | 0.35 % |
Key Summary
IBAL | GMVW | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.35 % |
Price | $30.20 | $38.78 |
Size | $22.675 million | $39.595 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 4.72 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $50,045.00 | $1,075.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,286.97 | $5,877.84 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | GMVW | |
|---|---|---|
Pros |
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Cons |
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IBAL | GMVW |
|---|---|
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 |