GROW vs IBAL - Compare ETFs side by side

At a glance

Comparing GROW and IBAL. IBAL has the lower management fee at 0.22% a year and IBAL offers the higher at 2.67%.

Lower fee

IBAL 0.22% p.a.

Higher yield

IBAL 2.67%

Larger fund

GROW $79m

Side-by-side comparison

Metric	GROW Schroder Real Return Active ETF	IBAL iShares Balanced ESG ETF
Snapshot
Provider	—	iShares
Tracks index	—	—
Categories	AU, Intl, Active	AU, Intl, ESG
Listed since	—	—
Fund size (AUM)	$79m	$25m
Cost & income
Management fee	0.69%	0.22%
Dividend yield	—	2.67%
Franking	15%	15%
Turnover	45%	15%
Tax drag	1.08%	1.1%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	—	4.4% net
3-year return	—	9% net
5-year return	—	—
10-year return	—	—
Risk
Volatility (3y)	—	6.8%
Volatility (5y)	—	—
Volatility (10y)	—	—
Sharpe ratio (3y)	—	0.71
Sharpe ratio (5y)	—	—
Sharpe ratio (10y)	—	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

GROW Schroder Real Return Active ETF

Pricier than similar ETFs, which average around 0.44%.

Full GROW analysis →

IBAL iShares Balanced ESG ETF

Low-cost: a 0.22% management fee keeps more of the return in your pocket.
Low volatility (6.8% over 3 years) for a smoother ride.

Full IBAL analysis →

Frequently Asked Questions

What's the difference between GROW vs IBAL?

GROW and IBAL are 2 Australian-listed ETFs we compare side by side. IBAL carries the lower management fee (0.22%). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - GROW vs IBAL?

IBAL has the lower management fee at 0.22% a year, versus GROW 0.69%.

Which pays the higher dividend yield?

IBAL pays the higher at 2.67%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

GROW is the larger fund by assets ($79m). Larger funds are typically more liquid and trade on tighter spreads.

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.