Compare AU
Compare IBAL vs. VDCO
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 Conservative Index ETF (VDCO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VDCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $993.50 | $509.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $975.15 | $5,074.12 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VDCO | |
|---|---|---|
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 . | VDCO.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target risk asset allocation. Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account 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 %) | BHP Group Ltd. (1.27 %) Landwirtschaftliche Rentenbank 4.25 2023-01-24 (1.02 %) Commonwealth Bank of Australia (1.01 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (70.31 %) Financials (5.88 %) Information Technology (4.02 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (38.87 %) Australia (38.46 %) Japan (3.49 %) |
Management fee | 0.22 % | 0.27 % |
Key Summary
IBAL | VDCO | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Conservative Composite Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.27 % |
Price | $29.50 | $54.08 |
Size | $12.953 million | $1.071 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 3.50 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VDCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $993.50 | $509.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $975.15 | $5,074.12 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VDCO | |
|---|---|---|
Pros |
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Cons |
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IBAL | VDCO |
|---|---|
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 |