Compare AU
Compare IJH vs. EX20
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 S&P Mid-Cap ETF (IJH) and the Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJH | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 26 |
Median incremental investment | $1,501.00 | $1,990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,321.12 | $2,789.87 |
Average age group | > 35 | > 35 |
Key Summary
IJH | EX20 | |
|---|---|---|
Strategy | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid 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 midcapitalisation US equities. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 430.64m in AUM and 178 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | USD CASH (0.01 %) AUD CASH (-0.00 %) | SPI 200 FUTURES JUN25 (0 %) BRAMBLES LTD (3.22 %) XERO LTD (2.77 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Materials (15.99 %) Financials (14.42 %) Industrials (13.78 %) |
Top 3 countries | United States (98.41 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) Canada (0.54 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.07 % | 0.25 % |
Key Summary
IJH | EX20 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P MidCap 400 Index - AUD | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.25 % |
Price | $47.51 | $22.59 |
Size | $450.043 million | $430.538 million |
10Y return | 146.11 % | N/A |
Annual distribution yield (5Y) | 6.89 % | 3.49 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 26 |
Median incremental investment | $1,501.00 | $1,990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,321.12 | $2,789.87 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | EX20 | |
|---|---|---|
Pros |
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Cons |
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IJH | EX20 |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |