Compare AU
Compare IBAL vs. MQEG
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 MQEG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | MQEG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $993.50 | $2,011.01 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $967.56 | $6,094.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | MQEG | |
---|---|---|
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 . | MQEG.AX was created on 2024-05-13 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund provides exposure to a diversified portfolio of Global equities through securities listed, or expected to be listed, on global developed market exchanges |
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 %) | Macquarie Core Global Equity Active ETF (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.08 % |
Key Summary
IBAL | MQEG | |
---|---|---|
Issuer | iShares | Macquarie |
Tracking index | MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.08 % |
Price | $29.32 | $11.72 |
Size | $12.489 million | N/A |
10Y return | N/A | N/A |
Annual distribution/βdividend yield (5Y) | 1.30 % | 0.07 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 14/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | MQEG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $993.50 | $2,011.01 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $967.56 | $6,094.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | MQEG | |
---|---|---|
Pros |
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Cons |
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IBAL | MQEG |
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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 |
Higher distribution yield | Lower distribution yield |