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Compare AU

Compare VTS vs. IBAL

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

Vanguard US Total Market Shares Index ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

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 Vanguard US Total Market Shares Index ETF (VTS) 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

VTS

IBAL

Popularity

Medium

Low

Pearlers invested

3,180

1

Median incremental investment

$1,293.50

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,385.38

$999.24

Average age group

> 35

> 35

Key Summary

VTS

IBAL

Strategy

Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market.

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

Apple Inc. (5.56 %)

Microsoft Corp. (4.68 %)

Amazon.com Inc. (2.06 %)

iShares Core MSCI Wld Ex Aus ESG ETF (23.85 %)

iShares Treasury ETF (16.53 %)

iShares Core MSCI Australia ESG ETF (15.74 %)

Top 3 industries

Information Technology (25.02 %)

Health Care (15.04 %)

Financials (10.84 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (99.41 %)

Switzerland (0.25 %)

Canada (0.12 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.03 %

0.22 %

Key Summary

VTS

IBAL

Issuer

Vanguard

iShares

Tracking index

CRSP U.S. Total Market Index - AUD

Asset class

ETF

ETF

Management fee

0.03 %

0.22 %

Price

$489.58

$30.28

Size

$529.020 billion

$21.184 million

10Y return

241.98 %

N/A

Annual distribution yield (5Y)

1.22 %

2.39 %

Market

ASX

ASX

First listed date

08/05/2009

16/08/2022

Purchase fee

$6.50

$6.50

Community Stats

VTS

IBAL

Popularity

Medium

Low

Pearlers invested

3,180

1

Median incremental investment

$1,293.50

$993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,385.38

$999.24

Average age group

> 35

> 35

Pros and Cons

VTS

IBAL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

VTS

IBAL

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield