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Compare DJRE vs. IIGF
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) and the Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 128 | 13 |
Median incremental investment | $1,043.15 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,018.56 | $2,633.60 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | IIGF | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 515.28m in AUM and 225 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 94.3m in AUM and 30 holdings. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Prologis Inc (8.43 %) Welltower Inc (7.18 %) Public Storage (6.52 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.2 % | 0.97 % |
Key Summary
DJRE | IIGF | |
|---|---|---|
Issuer | State Street | Intelligent Investor |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.97 % |
Price | $21.71 | $3.20 |
Size | $523.021 million | $96.002 million |
10Y return | 4.98 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 5.59 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 128 | 13 |
Median incremental investment | $1,043.15 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,018.56 | $2,633.60 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | IIGF | |
|---|---|---|
Pros |
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Cons |
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DJRE | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |