Compare AU
Compare IGRO vs. SMLL
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 iShares High Growth Esg ETF (IGRO) and the BetaShares Aust Small Companies Select Fund (Managed Fund) (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IGRO | SMLL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 9 |
Median incremental investment | $676.50 | $2,091.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $4,277.85 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | SMLL | |
---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %) iShares Core MSCI Australia ESG ETF (34.56 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %) | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.22 % | 0.39 % |
Key Summary
IGRO | SMLL | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.39 % |
Price | $33.75 | $3.61 |
Size | $11.991 million | $94.299 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.32 % | 5.16 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | SMLL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 9 |
Median incremental investment | $676.50 | $2,091.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $4,277.85 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | SMLL | |
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Pros |
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Cons |
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IGRO | SMLL |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |