Compare AU
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 S&P/ASX Aussie Dividend Opportunities (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 | 1 | 27 |
Median incremental investment | $993.50 | $644.56 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,334.92 |
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 317.01m in AUM and 51 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 (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
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 | $29.32 | $14.51 |
Size | $12.489 million | $315.264 million |
10Y return | N/A | 3.05 % |
Annual distribution yield (5Y) | 1.30 % | 7.42 % |
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 | 1 | 27 |
Median incremental investment | $993.50 | $644.56 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,334.92 |
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |