Compare AU
Compare IBAL vs. PAVE
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 PAVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | PAVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $520.00 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $980.10 | $1,984.40 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | PAVE | |
|---|---|---|
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 . | PAVE.AX was created on 2024-06-03 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Indxx U.S. Infrastructure Development 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 %) | Global X Us Infrastructure Development 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 % | 0.47 % |
Key Summary
IBAL | PAVE | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | Indxx U.S. Infrastructure Development Index | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.47 % |
Price | $29.77 | $12.09 |
Size | $12.205 million | $6.345 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.30 % | - % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 04/06/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | PAVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $520.00 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $980.10 | $1,984.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | PAVE | |
|---|---|---|
Pros |
| |
Cons |
|
IBAL | PAVE |
|---|---|
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 distribution yield | Lower distribution yield |