Compare AU
Compare DZZF 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 Ethical Diversified High Growth (DZZF) 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
DZZF | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 405 | 80 |
Median incremental investment | $1,044.04 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,820.60 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
DZZF | IJR | |
|---|---|---|
Strategy | The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes. | 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 GLOBAL SUSTAINABILI (39.03 %) BETASHARES AUSTRALIAN SUSTAINA (33.61 %) BETASHARES GLOBAL SUSTAINABILI (16.81 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.77 %) Communication Services (0.23 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (49.43 %) Australia (33.87 %) Japan (4.93 %) | United States (98.93 %) |
Management fee | 0.39 % | 0.07 % |
Key Summary
DZZF | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.07 % |
Price | $31.34 | $194.31 |
Size | $98.140 million | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 3.70 % | 1.24 % |
Market | ASX | ASX |
First listed date | 12/12/2019 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DZZF | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 405 | 80 |
Median incremental investment | $1,044.04 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,820.60 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DZZF | IJR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DZZF | 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 |