Compare AU
Compare TBIL 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 1-3 Month Us Treasury Bond ETF (TBIL) 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
TBIL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $687.74 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,036.20 | $992.64 |
Average age group | > 35 | > 35 |
Key Summary
TBIL | IBAL | |
|---|---|---|
Strategy | TBIL.AX was created on 2023-05-16 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. TBIL.AX invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months with the aim of providing investment returns (before fees and costs) that closely track the returns 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 | United States Treasury Bills (10.95 %) United States Treasury Bills (9.05 %) United States Treasury Bills (8.02 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.71 %) iShares Core MSCI Australia ESG ETF (16.95 %) iShares Treasury ETF (15.50 %) |
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 | 0.22 % | 0.22 % |
Key Summary
TBIL | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Bloomberg 1-3 Month U.S. Treasury Bill Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.22 % |
Price | $51.81 | $30.08 |
Size | $145.362 million | $18.543 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.93 % | 1.53 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
TBIL | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $687.74 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,036.20 | $992.64 |
Average age group | > 35 | > 35 |
Pros and Cons
TBIL | IBAL | |
|---|---|---|
Pros |
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Cons |
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TBIL | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher distribution yield | Lower distribution yield |