Compare AU
Compare IBAL vs. VDHG
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 High Growth Funds (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 8,672 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $2,832.69 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | VDHG | |
|---|---|---|
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 Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
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. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) |
Management fee | 0.22 % | 0.27 % |
Key Summary
IBAL | VDHG | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.27 % |
Price | $29.29 | $69.09 |
Size | $12.953 million | $1.321 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 5.57 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 8,672 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $2,832.69 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | VDHG | |
|---|---|---|
Pros |
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Cons |
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IBAL | VDHG |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |