Compare AU
Compare IBAL vs. VDBA
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 Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 37 |
Median incremental investment | $993.50 | $1,999.20 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $5,021.28 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VDBA | |
|---|---|---|
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 . | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (21.25 %) iShares Core MSCI Australia ESG ETF (19.61 %) iShares Treasury ETF (18.87 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.22 % | 0.27 % |
Key Summary
IBAL | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.27 % |
Price | $29.29 | $57.06 |
Size | $13.075 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 4.71 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 37 |
Median incremental investment | $993.50 | $1,999.20 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $5,021.28 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VDBA | |
|---|---|---|
Pros |
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Cons |
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IBAL | VDBA |
|---|---|
Lower exposure to AU market | Higher 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 |