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Compare IBAL vs. SUBD

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 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

IBAL

SUBD

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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