Compare AU
Compare FUEL 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 Global Energy Companies ETF - Currency Hedged (FUEL) 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
FUEL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 80 |
Median incremental investment | $1,120.04 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,587.20 | $6,606.54 |
Average age group | > 35 | > 35 |
Key Summary
FUEL | IJR | |
|---|---|---|
Strategy | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. | 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 | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (80.25 %) Communication Services (33.88 %) Energy (18.76 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (57.44 %) Canada (14.15 %) United Kingdom of Great Britain and Northern Ireland (11.60 %) | United States (98.93 %) |
Management fee | 0.57 % | 0.07 % |
Key Summary
FUEL | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.07 % |
Price | $6.40 | $194.31 |
Size | $156.624 million | $803.111 million |
10Y return | N/A | 193.23 % |
Annual distribution yield (5Y) | 3.25 % | 1.24 % |
Market | ASX | ASX |
First listed date | 20/06/2016 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUEL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 80 |
Median incremental investment | $1,120.04 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,587.20 | $6,606.54 |
Average age group | > 35 | > 35 |
Pros and Cons
FUEL | IJR | |
|---|---|---|
Pros |
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Cons |
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FUEL | IJR |
|---|---|
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 |