Compare AU
Compare EINC 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, shares and ETFs are a popular choice. Two options in the ASX are EINC and IJR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EINC | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 80 |
Median incremental investment | $765.45 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,109.41 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
EINC | IJR | |
---|---|---|
Strategy | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation | 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 Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | Australia (97.66 %) New Zealand (2.34 %) | United States (98.93 %) |
Management fee | 0.85 % | 0.07 % |
Key Summary
EINC | IJR | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.07 % |
Price | $8.81 | $194.31 |
Size | $22.474 million | $803.111 million |
10Y return | N/A | 192.09 % |
Annual dividend/ distribution yield (5Y) | 5.87 % | 1.24 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EINC | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 80 |
Median incremental investment | $765.45 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,109.41 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
EINC | IJR | |
---|---|---|
Pros |
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Cons |
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EINC | IJR |
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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 |