Compare AU

Compare DGGF vs. IJR

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

BetaShares Ethical Diversified Growth ETF

ASX

Buy

Buy

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 BetaShares Ethical Diversified Growth ETF (DGGF) and the S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DGGF

IJR

Popularity

Low

Low

Pearlers invested

25

80

Median incremental investment

$990.50

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,598.30

$6,606.54

Average age group

> 35

> 35


Key Summary

DGGF

IJR

Strategy

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

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

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

United States (98.93 %)

Management fee

0.26 %

0.07 %


Key Summary

DGGF

IJR

Issuer

BetaShares

iShares

Tracking index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.26 %

0.07 %

Price

$28.87

$194.31

Size

$50.992 million

$803.111 million

10Y return

N/A

192.09 %

Annual distribution yield (5Y)

4.05 %

1.24 %

Market

ASX

ASX

First listed date

09/12/2019

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

DGGF

IJR

Popularity

Low

Low

Pearlers invested

25

80

Median incremental investment

$990.50

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,598.30

$6,606.54

Average age group

> 35

> 35


Pros and Cons

DGGF

IJR

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

DGGF

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

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