Compare AU

Compare IBAL vs. IXJ

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 Global 1200 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

IXJ

Popularity

Low

Low

Pearlers invested

1

241

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,668.00

Average age group

> 35

26 - 35


Key Summary

IBAL

IXJ

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 .

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

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 %)

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (99.97 %)

Management fee

0.22 %

0.46 %


Key Summary

IBAL

IXJ

Issuer

iShares

iShares

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.46 %

Price

$29.32

$139.00

Size

$12.205 million

$1.380 billion

10Y return

N/A

126.37 %

Annual distribution yield (5Y)

1.30 %

1.26 %

Market

ASX

ASX

First listed date

16/08/2022

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

IBAL

IXJ

Popularity

Low

Low

Pearlers invested

1

241

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$967.56

$1,668.00

Average age group

> 35

26 - 35


Pros and Cons

IBAL

IXJ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

IBAL

IXJ

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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