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Compare AU

Compare IBAL vs. SSO

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 SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

SSO

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$6,000.00

Median investment frequency

Weekly

Weekly

Median total investment

$956.67

$1,596.21

Average age group

> 35

> 35


Key Summary

IBAL

SSO

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 .

SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 25.7m in AUM and 202 holdings. The SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.

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 %)

Perseus Mining Ltd (1.72 %)

Genesis Minerals Ltd (1.66 %)

Capricorn Metals Ltd (1.42 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Materials (53.06 %)

Other (32.33 %)

Financials (28.27 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.22 %

0.5 %


Key Summary

IBAL

SSO

Issuer

iShares

SPDR

Tracking index

S&P ASX Small Ordinaries

Asset class

ETF

ETF

Management fee

0.22 %

0.5 %

Price

$28.99

$13.82

Size

$16.543 million

$25.548 million

10Y return

N/A

16.33 %

Annual distribution yield (5Y)

1.53 %

6.08 %

Market

ASX

ASX

First listed date

16/08/2022

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

IBAL

SSO

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$6,000.00

Median investment frequency

Weekly

Weekly

Median total investment

$956.67

$1,596.21

Average age group

> 35

> 35


Pros and Cons

IBAL

SSO

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

SSO

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