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Compare IBAL vs. L1IF

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, shares and ETFs are a popular choice. Two options in the ASX are IBAL and L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

L1IF

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$30,000.00

Median investment frequency

N/A

Daily

Median total investment

$0

$31,315.20

Average age group

N/A

> 35


Key Summary

IBAL

L1IF

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 .

L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (21.47 %)

iShares Core MSCI Australia ESG ETF (19.80 %)

iShares Treasury ETF (18.46 %)

L1 Capital International Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Management fee

0.22 %

1.2 %


Key Summary

IBAL

L1IF

Issuer

iShares

L1 Capital

Tracking index

Asset class

ETF

ETF

Management fee

0.22 %

1.2 %

Price

$29.09

$6.43

Size

$11.549 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.30 %

0.18 %

Market

ASX

ASX

First listed date

16/08/2022

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

IBAL

L1IF

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$30,000.00

Median investment frequency

N/A

Daily

Median total investment

$0

$31,315.20

Average age group

N/A

> 35


Pros and Cons

IBAL

L1IF

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

IBAL

L1IF

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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