Compare AU
Compare NDIA 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 India Nifty 50 Large-Caps (NDIA) 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
NDIA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 321 | 1 |
Median incremental investment | $910.61 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,409.32 | $967.56 |
Average age group | > 35 | > 35 |
Key Summary
NDIA | IBAL | |
|---|---|---|
Strategy | The Global X India Nifty 50 ETF (NDIA) seeks to track the performance of the NSE Nifty50 Index before considering fees, expenses and taxes. | 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 | HDFC Bank Ltd (12.78 %) ICICI Bank Ltd (8.46 %) Reliance Industries Ltd (7.84 %) | 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 (46.99 %) Information Technology (17.75 %) Energy (14.08 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | India (100.00 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.69 % | 0.22 % |
Key Summary
NDIA | IBAL | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | Nifty 50 Index - INR - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.22 % |
Price | $77.72 | $29.32 |
Size | $179.663 million | $12.205 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.69 % | 1.30 % |
Market | ASX | ASX |
First listed date | 21/06/2019 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
NDIA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 321 | 1 |
Median incremental investment | $910.61 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,409.32 | $967.56 |
Average age group | > 35 | > 35 |
Pros and Cons
NDIA | IBAL | |
|---|---|---|
Pros |
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Cons |
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NDIA | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |