Compare AU
Compare IOO 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 Global 100 Large-Caps (IOO) 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
IOO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 882 | 1 |
Median incremental investment | $1,002.61 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,523.30 | $967.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOO | IBAL | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | 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 | Microsoft Corporation (12.34 %) Apple, Inc. (10.21 %) NVIDIA Corporation (9.04 %) | iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (99.99 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.4 % | 0.22 % |
Key Summary
IOO | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $160.15 | $29.32 |
Size | $4.364 billion | $12.489 million |
10Y return | 247.28 % | N/A |
Annual distribution yield (5Y) | 1.61 % | 1.30 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 882 | 1 |
Median incremental investment | $1,002.61 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,523.30 | $967.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOO | IBAL | |
|---|---|---|
Pros |
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Cons |
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IOO | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |