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Compare MQIO 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, shares and ETFs are a popular choice. Two options in the ASX are MQIO and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $20,000.00 | $40,022.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $19,769.00 | $5,304.90 |
Average age group | > 35 | > 35 |
Key Summary
MQIO | IBAL | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees). | 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 | Macquarie Income Opportunities Active ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (22.69 %) iShares Treasury ETF (15.82 %) iShares Core MSCI Australia ESG ETF (15.45 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) |
Management fee | 0.492 % | 0.22 % |
Key Summary
MQIO | IBAL | |
|---|---|---|
Issuer | Macquarie | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.492 % | 0.22 % |
Price | $10.57 | $29.39 |
Size | N/A | $24.608 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.44 % | 2.61 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $20,000.00 | $40,022.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $19,769.00 | $5,304.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MQIO | IBAL | |
|---|---|---|
Pros |
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Cons |
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MQIO | IBAL |
|---|---|
Higher exposure to AU market | Lower 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 |