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Compare IBAL vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,288 |
Median incremental investment | $50,045.00 | $1,294.35 |
Median investment frequency | Weekly | Monthly |
Median total investment | $84,648.33 | $5,649.27 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | VTS | |
|---|---|---|
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 U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (24.11 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.50 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.22 % | 0.03 % |
Key Summary
IBAL | VTS | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.03 % |
Price | $30.76 | $515.74 |
Size | $22.586 million | $557.047 billion |
10Y return | N/A | 244.88 % |
Annual distribution yield (5Y) | 2.51 % | 1.19 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,288 |
Median incremental investment | $50,045.00 | $1,294.35 |
Median investment frequency | Weekly | Monthly |
Median total investment | $84,648.33 | $5,649.27 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | VTS | |
|---|---|---|
Pros |
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Cons |
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IBAL | VTS |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |