Compare AU
Compare IBAL vs. IHEB
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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $4,196.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $20,393.10 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | IHEB | |
|---|---|---|
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 . | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
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 JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.51 % |
Key Summary
IBAL | IHEB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.51 % |
Price | $29.32 | $74.70 |
Size | $12.205 million | $68.363 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 5.56 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $4,196.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $20,393.10 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | IHEB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IBAL | IHEB |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |