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Compare IBAL vs. ULTB
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 iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $50,045.00 | $25,000.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $100,383.30 | $75,300.06 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | ULTB | |
|---|---|---|
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 (24.11 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.50 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0 % |
Key Summary
IBAL | ULTB | |
|---|---|---|
Issuer | iShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.22 % | 0 % |
Price | $30.60 | $92.62 |
Size | $22.586 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 3.02 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $50,045.00 | $25,000.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $100,383.30 | $75,300.06 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | ULTB | |
|---|---|---|
Pros |
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Cons |
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IBAL | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |