Compare AU
Compare IEM vs. IBAL
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 MSCI Emerging Markets ETF (IEM) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IEM | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 1 |
Median incremental investment | $1,665.81 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,394.25 | $976.47 |
Average age group | > 35 | > 35 |
Key Summary
IEM | IBAL | |
|---|---|---|
Strategy | IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets. | 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 . |
Top 3 holdings | ISH MSCI EM USD ETF DIST (99.97 %) USD CASH (0.06 %) EUR CASH (0.01 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %) iShares Core MSCI Australia ESG ETF (19.77 %) iShares Treasury ETF (18.80 %) |
Top 3 industries | Other (99.99 %) Communication Services (0.01 %) Information Technology (0.00 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | China (27.10 %) Taiwan (18.78 %) India (18.74 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.69 % | 0.22 % |
Key Summary
IEM | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.22 % |
Price | $69.75 | $29.59 |
Size | $1.318 billion | $13.066 million |
10Y return | 33.88 % | N/A |
Annual distribution yield (5Y) | 1.82 % | 1.30 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEM | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 1 |
Median incremental investment | $1,665.81 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,394.25 | $976.47 |
Average age group | > 35 | > 35 |
Pros and Cons
IEM | IBAL | |
|---|---|---|
Pros |
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Cons |
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IEM | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |