Compare AU

Compare IBAL vs. ULTB

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, shares and ETFs are a popular choice. Two options in the ASX are IBAL and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

ULTB

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$993.50

$0

Median investment frequency

Weekly

N/A

Median total investment

$967.56

$0

Average age group

> 35

N/A


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 (20.89 %)

iShares Core MSCI Australia ESG ETF (19.85 %)

iShares Treasury ETF (19.00 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

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

$29.32

$96.12

Size

$12.489 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.30 %

- %

Market

ASX

ASX

First listed date

16/08/2022

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

IBAL

ULTB

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$993.50

$0

Median investment frequency

Weekly

N/A

Median total investment

$967.56

$0

Average age group

> 35

N/A


Pros and Cons

IBAL

ULTB

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

ULTB

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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