Compare AU

Compare IBAL vs. VETH

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Balanced Esg ETF

ASX

Buy

Buy

Overview
Performance

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 Ethically Conscious Australian Shares ETF (VETH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

VETH

Popularity

Low

Low

Pearlers invested

1

797

Median incremental investment

$993.50

$993.50

Median investment frequency

Weekly

Monthly

Median total investment

$978.78

$2,312.45

Average age group

> 35

26 - 35


Key Summary

IBAL

VETH

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 .

VETH.AX was created on 2020-10-12 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Ethically Conscious Australian Shares ETF seeks to track the return ofthe FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %)

iShares Core MSCI Australia ESG ETF (19.35 %)

iShares Treasury ETF (19.09 %)

Commonwealth Bank of Australia (10.17 %)

CSL Ltd. (9.69 %)

National Australia Bank Ltd. (5.54 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Financials (34.37 %)

Materials (18.25 %)

Health Care (13.54 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Australia (98.46 %)

New Zealand (1.54 %)

Management fee

0.22 %

0.17 %


Key Summary

IBAL

VETH

Issuer

iShares

Vanguard

Tracking index

FTSE Australia 300 Choice Index

Asset class

ETF

ETF

Management fee

0.22 %

0.17 %

Price

$29.66

$66.07

Size

$12.878 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

3.73 %

Market

ASX

ASX

First listed date

16/08/2022

13/10/2020

Purchase fee

$6.50

$6.50


Community Stats

IBAL

VETH

Popularity

Low

Low

Pearlers invested

1

797

Median incremental investment

$993.50

$993.50

Median investment frequency

Weekly

Monthly

Median total investment

$978.78

$2,312.45

Average age group

> 35

26 - 35


Pros and Cons

IBAL

VETH

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

IBAL

VETH

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

Home