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Compare IBAL vs. QUAL
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 VanEck MSCI International Quality ETF (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,425 |
Median incremental investment | $40,022.50 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,355.44 | $3,377.92 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | QUAL | |
|---|---|---|
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 . | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (23.12 %) iShares Treasury ETF (15.70 %) iShares Core MSCI Australia ESG ETF (15.49 %) | Meta Platforms Inc Class A (5.31 %) Apple Inc (4.66 %) NVIDIA Corp (4.63 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) |
Management fee | 0.22 % | 0.4 % |
Key Summary
IBAL | QUAL | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $29.50 | $57.60 |
Size | $23.876 million | $7.995 billion |
10Y return | N/A | 218.58 % |
Annual distribution yield (5Y) | 2.61 % | 2.05 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,425 |
Median incremental investment | $40,022.50 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,355.44 | $3,377.92 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | QUAL | |
|---|---|---|
Pros |
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Cons |
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IBAL | QUAL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |