Compare AU
Compare IBAL vs. IESG
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 MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 61 |
Median incremental investment | $993.50 | $1,900.58 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $969.21 | $6,232.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | IESG | |
|---|---|---|
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 . | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 327.35m in AUM and 84 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.22 % | 0.01 % |
Key Summary
IBAL | IESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.01 % |
Price | $29.37 | $31.16 |
Size | $17.756 million | $329.102 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.53 % | 2.63 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 61 |
Median incremental investment | $993.50 | $1,900.58 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $969.21 | $6,232.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | IESG | |
|---|---|---|
Pros |
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Cons |
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IBAL | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |