Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | IBAL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,472 | 1 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,034.08 | $980.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | IBAL | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | 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 (0.00 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (99.92 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.04 % | 0.22 % |
Key Summary
IVV | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.22 % |
Price | $63.24 | $29.70 |
Size | $10.019 billion | $12.205 million |
10Y return | 284.60 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 1.30 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IBAL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,472 | 1 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,034.08 | $980.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | IBAL | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |