Compare AU
Compare IBAL vs. VCF
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 International Credit Securities Index (Hedged) ETF (VCF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VCF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $993.50 | $521.82 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $4,916.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | VCF | |
|---|---|---|
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 . | VCF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard International Credit Securities Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Corporate and Government-Related 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 (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) | Korea National Housing Bond I 1.75 2024-04-30 (0.29 %) NTT Finance Corp. 0.18 2025-12-19 (0.22 %) Major Joint Local Government Bond 0.18 2028-04-25 (0.22 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (99.99 %) Financials (0.01 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.3 % |
Key Summary
IBAL | VCF | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Government-related and Corporate Index hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.3 % |
Price | $29.37 | $38.63 |
Size | $17.756 million | $3.820 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.53 % | 4.65 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 08/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VCF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $993.50 | $521.82 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $4,916.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | VCF | |
|---|---|---|
Pros |
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Cons |
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IBAL | VCF |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |