Compare AU
Compare IBAL vs. QHAL
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 QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $993.50 | $865.79 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $5,058.33 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | QHAL | |
|---|---|---|
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 . | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the 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 %) | MSCI Global 'Quality' (ex-AUS hedged) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) |
Management fee | 0.22 % | 0.43 % |
Key Summary
IBAL | QHAL | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.43 % |
Price | $29.32 | $49.11 |
Size | $12.489 million | $1.594 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.30 % | 1.82 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $993.50 | $865.79 |
Median investment frequency | Weekly | Monthly |
Median total investment | $967.56 | $5,058.33 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | QHAL | |
|---|---|---|
Pros |
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Cons |
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IBAL | QHAL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |