Compare AU

Compare EINC vs. IJR

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

EINC

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

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