Compare AU
Compare WEMG 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 SPDR S&P Emerging Markets Carbon Aware ETF (WEMG) 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
WEMG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $3,000.00 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $7,941.00 | $961.29 |
Average age group | 26 - 35 | > 35 |
Key Summary
WEMG | IBAL | |
|---|---|---|
Strategy | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.72m in AUM and 1065 holdings. The SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware 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 | Taiwan Semiconductor Manufacturing Co Ltd (7.97 %) Alibaba Group Holding Ltd Ordinary Shares (3.51 %) HDFC Bank Ltd (1.56 %) | 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 | Information Technology (37.90 %) Other (36.57 %) Financials (13.92 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | China (30.97 %) Taiwan (23.47 %) India (20.15 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.35 % | 0.22 % |
Key Summary
WEMG | IBAL | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Emerging LargeMidCap AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.22 % |
Price | $26.47 | $29.13 |
Size | $22.555 million | $17.756 million |
10Y return | 37.86 % | N/A |
Annual distribution yield (5Y) | 2.46 % | 1.53 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WEMG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $3,000.00 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $7,941.00 | $961.29 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WEMG | IBAL | |
|---|---|---|
Pros |
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Cons |
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WEMG | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |