Compare AU
Compare IBAL vs. SUBD
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 Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | SUBD | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $4,001.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $20,023.25 |
Average age group | N/A | > 35 |
Key Summary
IBAL | SUBD | |
---|---|---|
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 . | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (21.47 %) iShares Core MSCI Australia ESG ETF (19.80 %) iShares Treasury ETF (18.46 %) | Commonwealth Bank of Australia (8.85 %) National Australia Bank Ltd. (7.33 %) ANZ Group Holdings Ltd. (6.61 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0.29 % |
Key Summary
IBAL | SUBD | |
---|---|---|
Issuer | iShares | VanEck |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.29 % |
Price | $29.20 | $25.25 |
Size | $11.549 million | $1.976 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 3.48 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | SUBD | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $4,001.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $20,023.25 |
Average age group | N/A | > 35 |
Pros and Cons
IBAL | SUBD | |
---|---|---|
Pros |
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Cons |
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IBAL | SUBD |
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Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |