Compare AU

Compare IGB vs. IJR

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

Bloomberg AusBond Treasury

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 AusBond Treasury (IGB) 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

IGB

IJR

Popularity

Low

Low

Pearlers invested

4

80

Median incremental investment

$829.08

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,863.90

$6,606.54

Average age group

26 - 35

> 35


Key Summary

IGB

IJR

Strategy

IGB.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 an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

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

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (98.93 %)

Management fee

0.26 %

0.07 %


Key Summary

IGB

IJR

Issuer

iShares

iShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.26 %

0.07 %

Price

$98.10

$194.31

Size

$366.621 million

$736.752 million

10Y return

-7.28 %

192.09 %

Annual distribution yield (5Y)

1.75 %

1.24 %

Market

ASX

ASX

First listed date

14/03/2012

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IGB

IJR

Popularity

Low

Low

Pearlers invested

4

80

Median incremental investment

$829.08

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,863.90

$6,606.54

Average age group

26 - 35

> 35


Pros and Cons

IGB

IJR

Pros

  • 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 distribution yield

IGB

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

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