Compare AU
Compare QRE 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 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 |
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Cons |
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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 |