Compare AU

Compare IBAL vs. IJH

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

iShares Balanced Esg ETF

ASX

Buy

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 US 400 Mid-Caps (IJH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

IJH

Popularity

Low

Low

Pearlers invested

1

35

Median incremental investment

$993.50

$1,043.50

Median investment frequency

Weekly

Fortnightly

Median total investment

$966.57

$3,590.07

Average age group

> 35

> 35


Key Summary

IBAL

IJH

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 .

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. 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 midcapitalisation US equities.

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 %)

USD CASH (0.03 %)

AUD CASH (0.01 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (99.67 %)

Communication Services (0.00 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

Management fee

0.22 %

0.07 %


Key Summary

IBAL

IJH

Issuer

iShares

iShares

Tracking index

S&P MidCap 400 Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.07 %

Price

$29.29

$52.03

Size

$12.953 million

$474.634 million

10Y return

N/A

198.65 %

Annual distribution yield (5Y)

1.30 %

7.60 %

Market

ASX

ASX

First listed date

16/08/2022

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IBAL

IJH

Popularity

Low

Low

Pearlers invested

1

35

Median incremental investment

$993.50

$1,043.50

Median investment frequency

Weekly

Fortnightly

Median total investment

$966.57

$3,590.07

Average age group

> 35

> 35


Pros and Cons

IBAL

IJH

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

IBAL

IJH

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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