Compare AU

Compare IBAL vs. IEU

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Balanced Esg ETF

ASX

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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 S&P Europe 350 Large-Caps (IEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

IEU

Popularity

Low

Low

Pearlers invested

1

57

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$980.10

$2,129.00

Average age group

> 35

26 - 35


Key Summary

IBAL

IEU

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 .

IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets

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 %)

ISHARES EUROPE ETF TRUST (99.88 %)

AUD CASH (0.11 %)

USD CASH (0.02 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United Kingdom of Great Britain and Northern Ireland (22.73 %)

Switzerland (16.15 %)

France (15.81 %)

Management fee

0.22 %

0.59 %


Key Summary

IBAL

IEU

Issuer

iShares

iShares

Tracking index

S&P Europe 350 Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.59 %

Price

$29.77

$85.14

Size

$12.205 million

$720.410 million

10Y return

N/A

62.73 %

Annual distribution yield (5Y)

1.30 %

2.40 %

Market

ASX

ASX

First listed date

16/08/2022

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IBAL

IEU

Popularity

Low

Low

Pearlers invested

1

57

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$980.10

$2,129.00

Average age group

> 35

26 - 35


Pros and Cons

IBAL

IEU

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

IBAL

IEU

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

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