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Compare IBAL vs. IAF
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 iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 548 |
Median incremental investment | $40,022.50 | $1,060.97 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,324.75 | $2,869.67 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | IAF | |
|---|---|---|
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 . | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (23.12 %) iShares Treasury ETF (15.70 %) iShares Core MSCI Australia ESG ETF (15.49 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | |
Management fee | 0.22 % | 0.15 % |
Key Summary
IBAL | IAF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.15 % |
Price | $29.39 | $100.67 |
Size | $23.876 million | $3.684 billion |
10Y return | N/A | -5.24 % |
Annual distribution yield (5Y) | 2.61 % | 2.07 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 548 |
Median incremental investment | $40,022.50 | $1,060.97 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,324.75 | $2,869.67 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | IAF | |
|---|---|---|
Pros |
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Cons |
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IBAL | IAF |
|---|---|
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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |