Compare AU
Compare IHD 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 S&P/ASX Aussie Dividend Opportunities (IHD) 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
IHD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 80 |
Median incremental investment | $644.56 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,350.56 | $6,638.50 |
Average age group | > 35 | > 35 |
Key Summary
IHD | IJR | |
|---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | United States (98.93 %) |
Management fee | 0.23 % | 0.07 % |
Key Summary
IHD | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.23 % | 0.07 % |
Price | $14.68 | $195.25 |
Size | $313.421 million | $736.752 million |
10Y return | 3.89 % | 192.64 % |
Annual distribution yield (5Y) | 7.42 % | 1.24 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 80 |
Median incremental investment | $644.56 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,350.56 | $6,638.50 |
Average age group | > 35 | > 35 |
Pros and Cons
IHD | IJR | |
|---|---|---|
Pros |
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Cons |
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IHD | IJR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |