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Compare USIG vs. IBAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Usd Corporate Bond (Currency Hedged) ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

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

$5,083.26

$946.11

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

$9.31

$28.67

Size

N/A

$16.543 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution 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

$5,083.26

$946.11

Average age group

26 - 35

> 35


Pros and Cons

USIG

IBAL

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

USIG

IBAL

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher dividend/distribution yield

Lower dividend/distribution yield