Compare AU

Compare GROW vs. IJR

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

Schroder Real Return (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 GROW and IJR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

IJR

Popularity

N/A

Low

Pearlers invested

0

80

Median incremental investment

$0

$2,018.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$6,613.68

Average age group

N/A

> 35


Key Summary

GROW

IJR

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return (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

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (98.93 %)

Management fee

0.84 %

0.07 %


Key Summary

GROW

IJR

Issuer

Schroder

iShares

Tracking index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.84 %

0.07 %

Price

$3.86

$194.52

Size

$56.823 million

$736.752 million

10Y return

N/A

192.40 %

Annual dividend/โ€Šdistribution yield (5Y)

3.83 %

1.24 %

Market

ASX

ASX

First listed date

16/08/2016

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

GROW

IJR

Popularity

N/A

Low

Pearlers invested

0

80

Median incremental investment

$0

$2,018.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$6,613.68

Average age group

N/A

> 35


Pros and Cons

GROW

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

GROW

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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