Compare AU
Compare IBAL vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $993.50 | $523.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,013.95 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | OZF | |
|---|---|---|
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 . | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
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 %) | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.22 % | 0.4 % |
Key Summary
IBAL | OZF | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $29.32 | $28.97 |
Size | $12.205 million | $44.595 million |
10Y return | N/A | 39.08 % |
Annual distribution yield (5Y) | 1.30 % | 5.17 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $993.50 | $523.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $1,013.95 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | OZF | |
|---|---|---|
Pros |
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Cons |
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IBAL | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |