Compare AU
Compare IVE vs. BGBL
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 MSCI EAFE ETF (IVE) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 482 |
Median incremental investment | $1,654.07 | $2,021.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $9,774.12 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVE | BGBL | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 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 EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.82 %) APPLE INC (4.51 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Other (30.63 %) Information Technology (22.37 %) Financials (9.09 %) |
Top 3 countries | United States (99.97 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.32 % | 0.08 % |
Key Summary
IVE | BGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EAFE | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.08 % |
Price | $133.40 | $72.67 |
Size | $559.633 million | N/A |
10Y return | 56.68 % | N/A |
Annual distribution yield (5Y) | 2.60 % | 0.35 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 482 |
Median incremental investment | $1,654.07 | $2,021.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $9,774.12 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVE | BGBL | |
|---|---|---|
Pros |
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Cons |
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IVE | BGBL |
|---|---|
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 |