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Compare IBAL vs. TANN

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 BetaShares Solar ETF (TANN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

TANN

Popularity

Low

Low

Pearlers invested

1

17

Median incremental investment

$993.50

$624.46

Median investment frequency

Weekly

Monthly

Median total investment

$980.10

$664.32

Average age group

> 35

26 - 35


Key Summary

IBAL

TANN

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 .

N/A

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %)

iShares Core MSCI Australia ESG ETF (19.85 %)

iShares Treasury ETF (19.00 %)

FIRST SOLAR INC (8.67 %)

ENPHASE ENERGY INC (6.65 %)

XINYI SOLAR HOLDINGS LTD (6.19 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Information Technology (41.94 %)

Industrials (20.70 %)

Utilities (17.75 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.22 %

0 %


Key Summary

IBAL

TANN

Issuer

iShares

Tracking index

Asset class

ETF

Stock

Management fee

0.22 %

0 %

Price

$29.70

$6.92

Size

$12.205 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

0.05 %

Market

ASX

ASX

First listed date

16/08/2022

09/06/2022

Purchase fee

$6.50

$6.50


Community Stats

IBAL

TANN

Popularity

Low

Low

Pearlers invested

1

17

Median incremental investment

$993.50

$624.46

Median investment frequency

Weekly

Monthly

Median total investment

$980.10

$664.32

Average age group

> 35

26 - 35


Pros and Cons

IBAL

TANN

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

IBAL

TANN

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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