Compare AU
Compare IBAL vs. GPEQ
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 Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 30 |
Median incremental investment | $993.50 | $795.59 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,989.77 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | GPEQ | |
|---|---|---|
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 . | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
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 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (100.00 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.22 % | 0.65 % |
Key Summary
IBAL | GPEQ | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.65 % |
Price | $29.32 | $26.01 |
Size | $12.205 million | $43.162 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 1.49 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 30 |
Median incremental investment | $993.50 | $795.59 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,989.77 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | GPEQ | |
|---|---|---|
Pros |
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Cons |
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IBAL | GPEQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |