Compare AU
Compare IGRO 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 High Growth Esg ETF (IGRO) 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
IGRO | IBAL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $768.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $5,212.40 | $946.11 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | IBAL | |
---|---|---|
Strategy | IGRO.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 | 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 Core MSCI Wld Ex Aus ESG ETF (41.67 %) iShares Core MSCI Australia ESG ETF (30.17 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.51 %) | 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 (99.98 %) Communication Services (0.02 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.22 % | 0.22 % |
Key Summary
IGRO | IBAL | |
---|---|---|
Issuer | iShares | iShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.22 % |
Price | $31.40 | $28.67 |
Size | $13.035 million | $16.424 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.54 % | 1.53 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | IBAL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $768.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $5,212.40 | $946.11 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | IBAL | |
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Pros |
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Cons |
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IGRO | IBAL |
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Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher distribution yield | Lower distribution yield |