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Compare IBAL vs. LEVR
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 First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $40,022.50 | $1,306.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,454.71 | $2,363.79 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | LEVR | |
|---|---|---|
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 . | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (23.72 %) iShares Core MSCI Australia ESG ETF (15.40 %) iShares Treasury ETF (15.40 %) | BHP Group Ltd (11.32 %) Commonwealth Bank of Australia (10.36 %) National Australia Bank Ltd (7.63 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | Australia (94.34 %) United States (5.66 %) |
Management fee | 0.22 % | 0 % |
Key Summary
IBAL | LEVR | |
|---|---|---|
Issuer | iShares | First Sentier |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0 % |
Price | $30.28 | $1.37 |
Size | $24.604 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.70 % | 2.74 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $40,022.50 | $1,306.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,454.71 | $2,363.79 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | LEVR | |
|---|---|---|
Pros |
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Cons |
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IBAL | LEVR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |