Compare AU
Compare IEU 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 Europe ETF (IEU) 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
IEU | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 1 |
Median incremental investment | $1,015.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,315.25 | $961.29 |
Average age group | 26 - 35 | > 35 |
Key Summary
IEU | IBAL | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European 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 | ISHARES EUROPE ETF TRUST (99.98 %) AUD CASH (0.11 %) USD/AUD (0.00 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.59 % | 0.22 % |
Key Summary
IEU | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Europe 350 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.22 % |
Price | $94.50 | $29.13 |
Size | $911.953 million | $17.756 million |
10Y return | 59.68 % | N/A |
Annual distribution yield (5Y) | 2.41 % | 1.53 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 1 |
Median incremental investment | $1,015.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,315.25 | $961.29 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IEU | IBAL | |
|---|---|---|
Pros |
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Cons |
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IEU | 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 |