Compare AU
Compare IBAL vs. IZZ
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 FTSE China 50 (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 31 |
Median incremental investment | $993.50 | $2,600.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $3,931.20 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | IZZ | |
|---|---|---|
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 . | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
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 %) | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | China (100.00 %) |
Management fee | 0.22 % | 0.74 % |
Key Summary
IBAL | IZZ | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | FTSE China 50 Net Tax USD Index | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.74 % |
Price | $29.32 | $49.14 |
Size | $12.205 million | $338.261 million |
10Y return | N/A | 2.23 % |
Annual distribution yield (5Y) | 1.30 % | 1.97 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 31 |
Median incremental investment | $993.50 | $2,600.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $3,931.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | IZZ | |
|---|---|---|
Pros |
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Cons |
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IBAL | IZZ |
|---|---|
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 |