Compare AU
Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 525 | 1 |
Median incremental investment | $639.76 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,131.60 | $945.45 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | IBAL | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 235.79m in AUM and 78 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Harmonic Drive Systems Inc (3.68 %) Fanuc Corp (1.99 %) Hiwin Technologies Corp (1.97 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.00 %) iShares Core MSCI Australia ESG ETF (19.41 %) iShares Treasury ETF (19.27 %) |
Top 3 industries | Industrials (74.22 %) Information Technology (16.49 %) Consumer Staples (15.08 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.82 % | 0.22 % |
Key Summary
ROBO | IBAL | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.22 % |
Price | $75.44 | $28.65 |
Size | $232.782 million | $15.231 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.87 % | 1.40 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 525 | 1 |
Median incremental investment | $639.76 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,131.60 | $945.45 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | IBAL | |
|---|---|---|
Pros |
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Cons |
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ROBO | IBAL |
|---|---|
Lower exposure to AU market | Higher 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 |