Compare AU
Compare IBAL vs. HGBL
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 Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 59 |
Median incremental investment | $993.50 | $3,998.73 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | HGBL | |
|---|---|---|
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 . | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant 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 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.22 % | 0.11 % |
Key Summary
IBAL | HGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.11 % |
Price | $29.77 | $68.52 |
Size | $12.205 million | $1.064 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 0.43 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 59 |
Median incremental investment | $993.50 | $3,998.73 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | HGBL | |
|---|---|---|
Pros |
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Cons |
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IBAL | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |