Compare AU
Compare HLTH 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 VanEck Global Healthcare Leaders ETF (HLTH) 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
HLTH | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 64 | 73 |
Median incremental investment | $537.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,344.02 | $6,631.38 |
Average age group | > 35 | > 35 |
Key Summary
HLTH | IJR | |
---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in 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 | Exelixis Inc (2.57 %) Encompass Health Corp (2.28 %) United Therapeutics Corp (2.23 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Health Care (100.00 %) Other (9.88 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.45 % | 0.07 % |
Key Summary
HLTH | IJR | |
---|---|---|
Issuer | VanEck | iShares |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.07 % |
Price | $11.52 | $183.81 |
Size | $52.636 million | $660.845 million |
10Y return | N/A | 186.26 % |
Annual distribution yield (5Y) | 0.58 % | 1.24 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 64 | 73 |
Median incremental investment | $537.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,344.02 | $6,631.38 |
Average age group | > 35 | > 35 |
Pros and Cons
HLTH | IJR | |
---|---|---|
Pros |
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Cons |
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HLTH | 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 |