Compare AU

Compare IAF vs. IXJ

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

Bloomberg Aussie Bonds

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 Bloomberg Aussie Bonds (IAF) and the S&P Global 1200 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IAF

IXJ

Popularity

Low

Low

Pearlers invested

501

240

Median incremental investment

$1,123.98

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,663.18

$1,703.28

Average age group

> 35

26 - 35


Key Summary

IAF

IXJ

Strategy

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

Top 3 holdings

AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Top 3 industries

Other (99.30 %)

Communication Services (0.26 %)

Financials (0.21 %)

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (99.97 %)

Management fee

0.15 %

0.46 %


Key Summary

IAF

IXJ

Issuer

iShares

iShares

Tracking index

Bloomberg AusBond Composite 0+ Yr Index - AUD

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.15 %

0.46 %

Price

$102.20

$141.31

Size

$2.649 billion

$1.380 billion

10Y return

-3.96 %

129.40 %

Annual distribution yield (5Y)

1.89 %

1.26 %

Market

ASX

ASX

First listed date

14/03/2012

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

IAF

IXJ

Popularity

Low

Low

Pearlers invested

501

240

Median incremental investment

$1,123.98

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,663.18

$1,703.28

Average age group

> 35

26 - 35


Pros and Cons

IAF

IXJ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

IAF

IXJ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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