Compare AU
Compare DJRE vs. IISV
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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 10 |
Median incremental investment | $1,040.13 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,933.11 | $5,759.25 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | IISV | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform 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 (7.73 %) Equinix Inc (6.01 %) Welltower Inc (5.12 %) | RPMGlobal Holdings Ltd (7.77 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %) KKR & Co Inc Ordinary Shares (5.57 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (50.65 %) Consumer Discretionary (15.93 %) Information Technology (14.85 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.2 % | 0.97 % |
Key Summary
DJRE | IISV | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.97 % |
Price | $21.67 | $3.50 |
Size | $435.721 million | N/A |
10Y return | 4.43 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 0.07 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 10 |
Median incremental investment | $1,040.13 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,933.11 | $5,759.25 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | IISV | |
|---|---|---|
Pros |
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Cons |
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DJRE | IISV |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |