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Compare ATEC vs. IJR
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 Betashares S&P/ASX Australian Technology ETF (ATEC) and the iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 389 | 95 |
Median incremental investment | $993.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,235.31 | $5,270.17 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | IJR | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | PRO MEDICUS LTD (10.09 %) CARSALES.COM LTD (9.43 %) XERO LTD (8.84 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | United States (99.41 %) Hong Kong (0.06 %) |
Management fee | 0.48 % | 0.07 % |
Key Summary
ATEC | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P/ASX All Technology Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.07 % |
Price | $29.03 | $181.73 |
Size | $412.326 million | $784.661 million |
10Y return | N/A | 119.28 % |
Annual distribution yield (5Y) | 1.29 % | 1.26 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 389 | 95 |
Median incremental investment | $993.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,235.31 | $5,270.17 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | IJR | |
|---|---|---|
Pros |
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Cons |
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ATEC | IJR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |