Compare AU
Compare U100 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, shares and ETFs are a popular choice. Two options in the ASX are U100 and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
U100 | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 130 | 1 |
Median incremental investment | $1,016.75 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,093.03 | $978.78 |
Average age group | > 35 | > 35 |
Key Summary
U100 | IBAL | |
|---|---|---|
Strategy | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 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 | Global X Us 100 ETF. (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %) iShares Core MSCI Australia ESG ETF (19.35 %) iShares Treasury ETF (19.09 %) |
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 | 0.24 % | 0.22 % |
Key Summary
U100 | IBAL | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Global X US 100 Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.22 % |
Price | $15.35 | $29.66 |
Size | $54.030 million | $12.878 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.06 % | 1.30 % |
Market | ASX | ASX |
First listed date | 22/08/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
U100 | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 130 | 1 |
Median incremental investment | $1,016.75 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,093.03 | $978.78 |
Average age group | > 35 | > 35 |
Pros and Cons
U100 | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
U100 | 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 |
Lower distribution yield | Higher distribution yield |