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Compare IBAL vs. QFN

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, 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 Betashares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

QFN

Popularity

Low

Low

Pearlers invested

1

23

Median incremental investment

$993.50

$618.75

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$2,731.68

Average age group

> 35

26 - 35


Key Summary

IBAL

QFN

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 .

QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 53.75m in AUM and 28 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %)

iShares Treasury ETF (16.32 %)

iShares Core MSCI Australia ESG ETF (16.19 %)

S&P/ASX200 F-REIT JUN25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (33.62 %)

WESTPAC BANKING CORP (13.36 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Financials (95.49 %)

Other (4.51 %)

Communication Services (2.56 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Australia (99.69 %)

United States (0.31 %)

Management fee

0.22 %

0.34 %


Key Summary

IBAL

QFN

Issuer

iShares

BetaShares

Tracking index

Solactive Australia Financials Ex-REITs Sector Index

Asset class

ETF

ETF

Management fee

0.22 %

0.34 %

Price

$28.67

$16.40

Size

$16.543 million

$58.882 million

10Y return

N/A

26.84 %

Annual distribution yield (5Y)

1.53 %

4.79 %

Market

ASX

ASX

First listed date

16/08/2022

15/12/2010

Purchase fee

$6.50

$6.50


Community Stats

IBAL

QFN

Popularity

Low

Low

Pearlers invested

1

23

Median incremental investment

$993.50

$618.75

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$2,731.68

Average age group

> 35

26 - 35


Pros and Cons

IBAL

QFN

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

IBAL

QFN

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