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Compare IBAL vs. VTKH
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 VTKH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VTKH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $40,022.50 | $60,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $5,526.91 | $62,180.58 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VTKH | |
|---|---|---|
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 . | VTKH.AX was created on 2026-03-24 by Vanguard. The fund's investment portfolio concentrates primarily on information technology equity. his ETF is a class of the Vanguard Global Technology Index Fund (Hedged) which seeks to track the return of the FTSE All-World Technology 300 Capped 100% Hedged to AUD Net Tax Index (with net dividends reinvested) before taking into account fees, expenses, and tax. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (24.21 %) iShares Treasury ETF (15.51 %) iShares Core MSCI Australia ESG ETF (14.77 %) | Vanguard Global Technology Index (Hedged) ETF (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | |
Management fee | 0.22 % | 0.26 % |
Key Summary
IBAL | VTKH | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | FTSE All-World Technology 300 Capped Net Tax Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.26 % |
Price | $30.62 | $65.73 |
Size | $25.002 million | $10.262 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.70 % | - % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 24/03/2026 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VTKH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $40,022.50 | $60,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $5,526.91 | $62,180.58 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VTKH | |
|---|---|---|
Pros |
| |
Cons |
|
IBAL | VTKH |
|---|---|
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 |