Compare AU
Compare IBAL vs. VAE
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 Vanguard FTSE Asia Ex Japan Shares Index ETF (VAE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VAE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 455 |
Median incremental investment | $993.50 | $1,061.83 |
Median investment frequency | Weekly | Monthly |
Median total investment | $975.15 | $3,120.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | VAE | |
|---|---|---|
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 . | Vanguard FTSE Asia ex Japan Shares Index ETF objective is to track the performance of the FTSE Asia Pacific ex Japan, Australia and New Zealand Index (with net dividends reinvested) in Australian dollars before accounting for fees, expenses and tax. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %) iShares Core MSCI Australia ESG ETF (19.77 %) iShares Treasury ETF (18.80 %) | Taiwan Semiconductor Manufacturing Co. Ltd. (6.57 %) Tencent Holdings Ltd. (4.32 %) Samsung Electronics Co. Ltd. (3.96 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (21.30 %) Other (15.91 %) Financials (15.36 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | China (31.42 %) India (23.33 %) Taiwan (18.76 %) |
Management fee | 0.22 % | 0.4 % |
Key Summary
IBAL | VAE | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | FTSE Asia Pacific ex Japan Australia and New Zealand Net - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $29.50 | $79.70 |
Size | $12.953 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 2.13 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 11/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VAE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 455 |
Median incremental investment | $993.50 | $1,061.83 |
Median investment frequency | Weekly | Monthly |
Median total investment | $975.15 | $3,120.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | VAE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IBAL | VAE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |