Compare AU

Compare IBAL vs. VISM

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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

VISM

Popularity

Low

Low

Pearlers invested

1

261

Median incremental investment

$993.50

$1,110.42

Median investment frequency

Weekly

Monthly

Median total investment

$966.57

$2,579.64

Average age group

> 35

26 - 35


Key Summary

IBAL

VISM

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 International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested.

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 %)

Reliance Steel & Aluminum Co. (0.20 %)

United Therapeutics Corp. (0.20 %)

Axon Enterprise Inc. (0.19 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Industrials (19.35 %)

Financials (14.55 %)

Consumer Discretionary (12.64 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (62.44 %)

Japan (12.99 %)

United Kingdom of Great Britain and Northern Ireland (5.56 %)

Management fee

0.22 %

0.32 %


Key Summary

IBAL

VISM

Issuer

iShares

Vanguard

Tracking index

MSCI World ex AU Small Cap

Asset class

ETF

ETF

Management fee

0.22 %

0.32 %

Price

$29.29

$69.96

Size

$13.075 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

4.51 %

Market

ASX

ASX

First listed date

16/08/2022

13/11/2018

Purchase fee

$6.50

$6.50


Community Stats

IBAL

VISM

Popularity

Low

Low

Pearlers invested

1

261

Median incremental investment

$993.50

$1,110.42

Median investment frequency

Weekly

Monthly

Median total investment

$966.57

$2,579.64

Average age group

> 35

26 - 35


Pros and Cons

IBAL

VISM

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

IBAL

VISM

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home