Compare AU
Compare ISLM 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 Hejaz Equities Fund (Managed Fund) (ISLM) 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
ISLM | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $643.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,844.20 | $975.15 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | IBAL | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | 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 | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %) iShares Core MSCI Australia ESG ETF (19.77 %) iShares Treasury ETF (18.80 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 1.89 % | 0.22 % |
Key Summary
ISLM | IBAL | |
|---|---|---|
Issuer | Hejaz | iShares |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.22 % |
Price | $1.17 | $29.50 |
Size | N/A | $12.953 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 1.30 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $643.50 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,844.20 | $975.15 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
ISLM | 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 |
Lower distribution yield | Higher distribution yield |