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Compare AU
Compare IBAL vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $30,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,107.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
IBAL | R3AL | |
|---|---|---|
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 . | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 468.28m in AUM and 35 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (23.20 %) iShares Core MSCI Australia ESG ETF (15.86 %) iShares Treasury ETF (15.54 %) | Aurizon Holdings Ltd (7.09 %) Scentre Group (6.93 %) Transurban Group (6.37 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.22 % | 0 % |
Key Summary
IBAL | R3AL | |
|---|---|---|
Issuer | iShares | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0 % |
Price | $31.11 | $1.54 |
Size | $25.275 million | $449.954 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.70 % | 4.60 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $30,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,107.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IBAL | R3AL | |
|---|---|---|
Pros |
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Cons |
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IBAL | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |