Compare AU

Compare EX20 vs. IJR

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

BetaShares Australian Ex-20 Portfolio Diversifier ETF

ASX

Buy

Buy

Overview
Performance

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 Australian Ex-20 Portfolio Diversifier ETF (EX20) and the iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

EX20

IJR

Popularity

Low

Low

Pearlers invested

22

74

Median incremental investment

$1,993.50

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.73

$7,181.02

Average age group

> 35

> 35


Key Summary

EX20

IJR

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 344.55m in AUM and 180 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

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

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

Australia (94.82 %)

New Zealand (3.79 %)

United States (0.62 %)

United States (98.93 %)

Management fee

0.25 %

0.07 %


Key Summary

EX20

IJR

Issuer

BetaShares

iShares

Tracking index

Nasdaq Australia Completion Cap Index - AUD

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.25 %

0.07 %

Price

$21.95

$186.52

Size

$344.968 million

$660.845 million

10Y return

N/A

189.18 %

Annual distribution yield (5Y)

3.56 %

1.24 %

Market

ASX

ASX

First listed date

07/10/2016

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

EX20

IJR

Popularity

Low

Low

Pearlers invested

22

74

Median incremental investment

$1,993.50

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.73

$7,181.02

Average age group

> 35

> 35


Pros and Cons

EX20

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

EX20

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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