Compare AU
Compare OOO 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 OOO and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OOO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,370.40 | $973.50 |
Average age group | > 35 | > 35 |
Key Summary
OOO | IBAL | |
|---|---|---|
Strategy | OOO.AX was created on 2011-11-11 by BetaShares. The fund's investment portfolio concentrates primarily on crude oil commodities. OOO.AX aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate | 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 | BetaShares Crude Oil Index Currncy Hdg Complex ETF (100 %) | 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 | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.69 % | 0.22 % |
Key Summary
OOO | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P GSCI Crude Oil Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.22 % |
Price | $5.71 | $29.50 |
Size | $105.446 million | $12.953 million |
10Y return | -78.85 % | N/A |
Annual dividend/ distribution yield (5Y) | 11.54 % | 1.30 % |
Market | ASX | ASX |
First listed date | 16/11/2011 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OOO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,370.40 | $973.50 |
Average age group | > 35 | > 35 |
Pros and Cons
OOO | IBAL | |
|---|---|---|
Pros |
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Cons |
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OOO | 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 price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |