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Compare IBAL vs. IHD
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 S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 69 |
Median incremental investment | $50,045.00 | $747.14 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $1,640.00 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | IHD | |
|---|---|---|
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 . | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 356.17m in AUM and 50 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (24.24 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.30 %) | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.22 % | 0.23 % |
Key Summary
IBAL | IHD | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.23 % |
Price | $30.40 | $16.40 |
Size | $22.675 million | $357.073 million |
10Y return | N/A | 22.75 % |
Annual distribution yield (5Y) | 2.51 % | 5.40 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 69 |
Median incremental investment | $50,045.00 | $747.14 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $1,640.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | IHD | |
|---|---|---|
Pros |
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Cons |
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IBAL | IHD |
|---|---|
Lower exposure to AU market | Higher 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 |