Compare AU
Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | IBAL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 1 |
Median incremental investment | $858.17 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,414.46 | $967.56 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | IBAL | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.37 %) Microsoft Corp (5.22 %) | 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 | Information Technology (42.42 %) Communication Services (22.91 %) Health Care (19.91 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.4 % | 0.22 % |
Key Summary
QUAL | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $58.87 | $29.32 |
Size | $7.244 billion | $12.489 million |
10Y return | 261.17 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 1.30 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | IBAL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 1 |
Median incremental investment | $858.17 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,414.46 | $967.56 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | IBAL | |
|---|---|---|
Pros |
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Cons |
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QUAL | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |