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Compare PGA1 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 PGA1 and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PGA1 | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 2 |
Median incremental investment | $4,146.75 | $50,045.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,800.00 | $50,737.60 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | IBAL | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | 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 | Plato Global Alpha Fund Complex ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.19 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.36 %) |
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 % | 0.22 % |
Key Summary
PGA1 | IBAL | |
|---|---|---|
Issuer | Plato | iShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $13.60 | $30.40 |
Size | N/A | $22.675 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.01 % | 2.51 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 2 |
Median incremental investment | $4,146.75 | $50,045.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,800.00 | $50,737.60 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | IBAL | |
|---|---|---|
Pros |
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Cons |
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PGA1 | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |