Compare AU
Compare DJRE vs. VISM
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 Vanguard MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | VISM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 262 |
Median incremental investment | $1,043.11 | $1,127.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,996.63 | $2,626.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
DJRE | VISM | |
---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 441.37m in AUM and 228 holdings. 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. | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | Prologis Inc (8.16 %) Equinix Inc (5.98 %) Welltower Inc (5.50 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.2 % | 0.32 % |
Key Summary
DJRE | VISM | |
---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.32 % |
Price | $22.02 | $70.04 |
Size | $454.616 million | N/A |
10Y return | 2.32 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 4.29 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | VISM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 262 |
Median incremental investment | $1,043.11 | $1,127.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,996.63 | $2,626.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DJRE | VISM | |
---|---|---|
Pros |
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Cons |
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DJRE | VISM |
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Higher exposure to AU market | Lower 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 |
Lower distribution yield | Higher distribution yield |