Compare AU
Compare IBAL vs. VBND
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 Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 122 |
Median incremental investment | $993.50 | $1,027.52 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $2,460.94 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VBND | |
|---|---|---|
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 . | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
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 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
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 % | 0.2 % |
Key Summary
IBAL | VBND | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.2 % |
Price | $29.77 | $42.37 |
Size | $12.205 million | $4.185 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 3.65 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 122 |
Median incremental investment | $993.50 | $1,027.52 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $2,460.94 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VBND | |
|---|---|---|
Pros |
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Cons |
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IBAL | VBND |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |