Compare AU
Compare IBAL vs. ISEC
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 Bank Bills Enhanced Cash (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $1,096.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | ISEC | |
|---|---|---|
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 . | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
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 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.12 % |
Key Summary
IBAL | ISEC | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.12 % |
Price | $29.32 | $100.62 |
Size | $12.489 million | $253.699 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 2.05 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $1,096.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | ISEC | |
|---|---|---|
Pros |
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Cons |
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IBAL | ISEC |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |