Compare AU

Compare QRE vs. IBAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Resources Sector ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Australian Resources Sector ETF (QRE) 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

QRE

IBAL

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$1,631.57

$978.78

Average age group

> 35

> 35


Key Summary

QRE

IBAL

Strategy

QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.

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

BHP GROUP LTD (40.58 %)

WOODSIDE ENERGY GROUP LTD (10.31 %)

RIO TINTO LTD (8.20 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %)

iShares Core MSCI Australia ESG ETF (19.35 %)

iShares Treasury ETF (19.09 %)

Top 3 industries

Materials (75.78 %)

Energy (21.55 %)

Other (2.67 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (97.20 %)

United States (2.39 %)

China (0.41 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.34 %

0.22 %


Key Summary

QRE

IBAL

Issuer

BetaShares

iShares

Tracking index

Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.34 %

0.22 %

Price

$6.77

$29.66

Size

$302.666 million

$12.878 million

10Y return

43.13 %

N/A

Annual distribution yield (5Y)

8.87 %

1.30 %

Market

ASX

ASX

First listed date

15/12/2010

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

QRE

IBAL

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$1,631.57

$978.78

Average age group

> 35

> 35


Pros and Cons

QRE

IBAL

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

QRE

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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