Compare AU
Compare USIG 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 USIG and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $663.53 | $993.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,143.32 | $961.29 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | IBAL | |
|---|---|---|
Strategy | N/A | 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 Usd Corporate Bond (Currency Hedged) ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) |
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
USIG | IBAL | |
|---|---|---|
Issuer | iShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.22 % |
Price | $9.40 | $29.37 |
Size | N/A | $17.756 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.79 % | 1.53 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $663.53 | $993.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,143.32 | $961.29 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | IBAL | |
|---|---|---|
Pros |
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Cons |
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USIG | IBAL |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher dividend/distribution yield | Lower dividend/distribution yield |