Compare AU
Compare IBAL vs. ZYAU
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 S&P Aussie 300 Dividends (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 99 |
Median incremental investment | $993.50 | $665.43 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $1,532.94 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | ZYAU | |
|---|---|---|
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 . | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index. |
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 %) | Westpac Banking Corp (11.60 %) National Australia Bank Ltd (10.15 %) ANZ Group Holdings Ltd (9.75 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (47.00 %) Materials (28.90 %) Other (11.25 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (98.04 %) United Kingdom of Great Britain and Northern Ireland (1.29 %) New Zealand (0.67 %) |
Management fee | 0.22 % | 0.24 % |
Key Summary
IBAL | ZYAU | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.24 % |
Price | $29.29 | $8.81 |
Size | $12.953 million | $76.111 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.30 % | 6.79 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 99 |
Median incremental investment | $993.50 | $665.43 |
Median investment frequency | Weekly | Monthly |
Median total investment | $966.57 | $1,532.94 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | ZYAU | |
|---|---|---|
Pros |
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Cons |
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IBAL | ZYAU |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |