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Compare IBAL vs. IESG

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, 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

62

Median incremental investment

$993.50

$1,909.47

Median investment frequency

Weekly

Monthly

Median total investment

$935.55

$5,806.58

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 301.77m in AUM and 86 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

$28.35

$29.55

Size

$15.882 million

$308.598 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

62

Median incremental investment

$993.50

$1,909.47

Median investment frequency

Weekly

Monthly

Median total investment

$935.55

$5,806.58

Average age group

> 35

26 - 35


Pros and Cons

IBAL

IESG

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

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