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Compare IHWL 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 Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL) 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
IHWL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 2 |
Median incremental investment | $1,644.48 | $40,022.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,678.00 | $5,523.30 |
Average age group | > 35 | > 35 |
Key Summary
IHWL | IBAL | |
|---|---|---|
Strategy | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. | 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 | NVIDIA CORP (11.05 %) MICROSOFT CORP (6.56 %) ALPHABET INC CLASS A (5.10 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.22 %) iShares Treasury ETF (15.51 %) iShares Core MSCI Australia ESG ETF (14.79 %) |
Top 3 industries | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (73.70 %) Japan (6.26 %) Canada (3.34 %) | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) |
Management fee | 0.12 % | 0.22 % |
Key Summary
IHWL | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.22 % |
Price | $66.96 | $30.60 |
Size | $1.024 billion | $25.002 million |
10Y return | 163.41 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 2.70 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHWL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 2 |
Median incremental investment | $1,644.48 | $40,022.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,678.00 | $5,523.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IHWL | IBAL | |
|---|---|---|
Pros |
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Cons |
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IHWL | IBAL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |