Compare AU
Compare IOZ 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 S&P Aussie 200 (IOZ) 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
IOZ | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 696 | 1 |
Median incremental investment | $1,007.69 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,353.40 | $982.41 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | IBAL | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | 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 | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.05 % | 0.22 % |
Key Summary
IOZ | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.22 % |
Price | $33.62 | $29.77 |
Size | $6.311 billion | $12.205 million |
10Y return | 48.70 % | N/A |
Annual distribution yield (5Y) | 5.36 % | 1.30 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 696 | 1 |
Median incremental investment | $1,007.69 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,353.40 | $982.41 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | IBAL | |
|---|---|---|
Pros |
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Cons |
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IOZ | IBAL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |