Back
Compare AU
Compare IBAL vs. SPY
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 State Street SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 310 |
Median incremental investment | $40,022.50 | $1,201.12 |
Median investment frequency | Weekly | Monthly |
Median total investment | $9,974.48 | $3,025.08 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | SPY | |
|---|---|---|
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 . | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (22.75 %) iShares Treasury ETF (16.73 %) iShares Core MSCI Australia ESG ETF (16.32 %) | NVIDIA Corp (7.76 %) Apple Inc (6.86 %) Microsoft Corp (6.14 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0.22 % | 0.0945 % |
Key Summary
IBAL | SPY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.0945 % |
Price | $30.41 | $1,008.36 |
Size | $23.948 million | $76.599 thousand |
10Y return | N/A | 270.52 % |
Annual distribution yield (5Y) | 2.61 % | 1.15 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 310 |
Median incremental investment | $40,022.50 | $1,201.12 |
Median investment frequency | Weekly | Monthly |
Median total investment | $9,974.48 | $3,025.08 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | SPY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IBAL | SPY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |