Compare AU

Compare IBAL vs. GXLD

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, shares and ETFs are a popular choice. Two options in the ASX are IBAL and GXLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

GXLD

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$993.50

$993.50

Median investment frequency

Weekly

Quarterly

Median total investment

$967.56

$1,097.46

Average age group

> 35

26 - 35


Key Summary

IBAL

GXLD

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 .

GXLD.AX was created on 2024-04-29 by Global X. The fund's investment portfolio concentrates primarily on gold commodities. The Global X Gold Bullion ETF (GXLD.AX) seeks to provide a return that tracks the performance of the price of gold bullion in Australian dollars

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 %)

Global X Gold Bullion ETF (100 %)

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 %

0.15 %


Key Summary

IBAL

GXLD

Issuer

iShares

Global X

Tracking index

Solactive Gold Spot London Close Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.22 %

0.15 %

Price

$29.32

$42.21

Size

$12.489 million

$157.163 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.30 %

- %

Market

ASX

ASX

First listed date

16/08/2022

30/04/2024

Purchase fee

$6.50

$6.50


Community Stats

IBAL

GXLD

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$993.50

$993.50

Median investment frequency

Weekly

Quarterly

Median total investment

$967.56

$1,097.46

Average age group

> 35

26 - 35


Pros and Cons

IBAL

GXLD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IBAL

GXLD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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