Compare AU
Compare HGBL 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 Shares ETF - Currency Hedged (HGBL) 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
HGBL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 80 |
Median incremental investment | $3,999.37 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,622.56 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | IJR | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | 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 Global Shares ETF (100.00 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | United States (98.93 %) |
Management fee | 0.11 % | 0.07 % |
Key Summary
HGBL | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.07 % |
Price | $68.32 | $194.31 |
Size | $1.064 billion | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 0.43 % | 1.24 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 80 |
Median incremental investment | $3,999.37 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,622.56 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | IJR | |
|---|---|---|
Pros |
| |
Cons |
|
HGBL | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |