Compare AU
Compare IBAL vs. VGS
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 MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,919 |
Median incremental investment | $993.50 | $1,075.31 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $3,926.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | VGS | |
|---|---|---|
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 MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.22 % | 0.18 % |
Key Summary
IBAL | VGS | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI WorldexAustralia Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.18 % |
Price | $29.77 | $140.30 |
Size | $12.205 million | N/A |
10Y return | N/A | 168.77 % |
Annual distribution yield (5Y) | 1.30 % | 2.37 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,919 |
Median incremental investment | $993.50 | $1,075.31 |
Median investment frequency | Weekly | Monthly |
Median total investment | $980.10 | $3,926.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | VGS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IBAL | VGS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |