Compare AU
Compare IBAL vs. HEUR
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 BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $993.50 | $1,226.66 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | HEUR | |
|---|---|---|
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 . | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into 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 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.22 % | 0.56 % |
Key Summary
IBAL | HEUR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.56 % |
Price | $29.32 | $14.51 |
Size | $12.205 million | $53.415 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 5.82 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $993.50 | $1,226.66 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | HEUR | |
|---|---|---|
Pros |
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Cons |
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IBAL | HEUR |
|---|---|
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 |