Compare AU
Compare XGOV 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 VanEck 10+ Year Australian Government Bond ETF (XGOV) 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
XGOV | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $529.25 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $1,247.54 | $947.43 |
Average age group | > 35 | > 35 |
Key Summary
XGOV | IBAL | |
|---|---|---|
Strategy | XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. S&P/ASX Government Bond 10-20 Year 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 | Australia (Commonwealth of) (12.27 %) Australia (Commonwealth of) (8.86 %) Australia (Commonwealth of) (8.70 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.00 %) iShares Core MSCI Australia ESG ETF (19.41 %) iShares Treasury ETF (19.27 %) |
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 | 0.22 % | 0.22 % |
Key Summary
XGOV | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.22 % |
Price | $50.94 | $29.49 |
Size | $276.589 million | $14.768 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.00 % | 1.40 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XGOV | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $529.25 | $993.50 |
Median investment frequency | Weekly | Weekly |
Median total investment | $1,247.54 | $947.43 |
Average age group | > 35 | > 35 |
Pros and Cons
XGOV | IBAL | |
|---|---|---|
Pros |
| |
Cons |
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XGOV | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower distribution yield | Higher distribution yield |