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Compare AU

Compare IBAL vs. USTB

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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

USTB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$505.00

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$529.58

Average age group

> 35

> 35


Key Summary

IBAL

USTB

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 .

USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %)

iShares Treasury ETF (16.32 %)

iShares Core MSCI Australia ESG ETF (16.19 %)

Global X Us Treasury Bond (Currency 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 %

0.19 %


Key Summary

IBAL

USTB

Issuer

iShares

Global X

Tracking index

iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.22 %

0.19 %

Price

$28.67

$9.21

Size

$16.543 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.53 %

1.32 %

Market

ASX

ASX

First listed date

16/08/2022

04/07/2022

Purchase fee

$6.50

$6.50


Community Stats

IBAL

USTB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$505.00

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$529.58

Average age group

> 35

> 35


Pros and Cons

IBAL

USTB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IBAL

USTB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield