Compare AU
Compare IBAL vs. IIGF
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 Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $1,038.06 |
Median investment frequency | Weekly | Monthly |
Median total investment | $971.85 | $2,034.09 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | IIGF | |
|---|---|---|
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 . | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (21.25 %) iShares Core MSCI Australia ESG ETF (19.61 %) iShares Treasury ETF (18.87 %) | RPMGlobal Holdings Ltd (10.13 %) CSL Ltd (6.83 %) New Hope Corp Ltd (5.72 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (28.42 %) Consumer Discretionary (15.54 %) Information Technology (15.39 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.22 % | 0.97 % |
Key Summary
IBAL | IIGF | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.97 % |
Price | $29.32 | $2.88 |
Size | $13.075 million | $100.766 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 5.40 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $1,038.06 |
Median investment frequency | Weekly | Monthly |
Median total investment | $971.85 | $2,034.09 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | IIGF | |
|---|---|---|
Pros |
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Cons |
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IBAL | IIGF |
|---|---|
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 distribution yield | Higher distribution yield |