Compare AU
Compare IBAL vs. VDIF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IBAL and VDIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VDIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $993.50 | $953.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $946.11 | $1,131.14 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VDIF | |
|---|---|---|
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 . | VDIF.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio. |
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 %) | Vanguard Diversified Income ETF (100 %) |
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 % | 0.32 % |
Key Summary
IBAL | VDIF | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | 28% FTSE Australia High Dividend Yield Index - 21% FTSE All-World High Dividend Yield Index - 17% Bloomberg Global Aggregate Corporate and Government-Related Scaled Index - 44% Other Indexes - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.32 % |
Price | $28.67 | $49.18 |
Size | $16.543 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.53 % | 0.08 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 04/03/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VDIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $993.50 | $953.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $946.11 | $1,131.14 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VDIF | |
|---|---|---|
Pros |
| |
Cons |
|
IBAL | VDIF |
|---|---|
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 distribution yield | Lower distribution yield |