Compare AU
Compare IBAL vs. VLUE
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 VanEck MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 25 |
Median incremental investment | $993.50 | $1,006.08 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $3,876.42 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VLUE | |
|---|---|---|
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 . | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. |
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 %) | Cisco Systems Inc (3.46 %) International Business Machines Corp (2.53 %) AT&T Inc (2.51 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (47.78 %) Communication Services (21.57 %) Consumer Discretionary (10.18 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) |
Management fee | 0.22 % | 0.4 % |
Key Summary
IBAL | VLUE | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $29.37 | $28.30 |
Size | $17.756 million | $322.585 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.53 % | 2.00 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 09/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 25 |
Median incremental investment | $993.50 | $1,006.08 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $3,876.42 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VLUE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IBAL | VLUE |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |