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Compare RMBS 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 VanEck Australian Rmbs ETF (RMBS) 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
RMBS | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $715.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,357.56 | $992.31 |
Average age group | > 35 | > 35 |
Key Summary
RMBS | IBAL | |
|---|---|---|
Strategy | RMBS.AX was created on 2025-04-22 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide an investment return before fees and other costs which tracks the performance of the Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a oneto-one 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 | Perpetual Limited As Trustee For Puma Series 2023- 1 (6.13 %) Resimac Premier Series 2025-1 (5.38 %) Think Tank Residential Series 2024-2 Trust (4.61 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.50 %) iShares Treasury ETF (16.64 %) iShares Core MSCI Australia ESG ETF (15.98 %) |
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
RMBS | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | ICE 0.5-3 Year AAA Large Cap Australian RMBS Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $25.14 | $30.18 |
Size | $7.551 million | $21.053 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 2.39 % |
Market | ASX | ASX |
First listed date | 23/04/2025 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RMBS | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $715.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,357.56 | $992.31 |
Average age group | > 35 | > 35 |
Pros and Cons
RMBS | IBAL | |
|---|---|---|
Pros |
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Cons |
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RMBS | 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 |