Compare AU
Compare SUBD 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 Aussie Subordinated Bonds (SUBD) 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
SUBD | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $4,011.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $10,878.12 | $967.56 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | IBAL | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of 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 | Commonwealth Bank of Australia (8.90 %) National Australia Bank Ltd. (7.15 %) ANZ Group Holdings Ltd. (6.31 %) | 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 | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.29 % | 0.22 % |
Key Summary
SUBD | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.22 % |
Price | $25.21 | $29.32 |
Size | $2.029 billion | $12.205 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.58 % | 1.30 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $4,011.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $10,878.12 | $967.56 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | IBAL | |
|---|---|---|
Pros |
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Cons |
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SUBD | 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 |