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Compare IJH vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJH | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 19 |
Median incremental investment | $1,401.99 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $12,170.02 | $4,765.20 |
Average age group | > 35 | > 35 |
Key Summary
IJH | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.02 %) AUD CASH (0.01 %) | AUD - AUSTRALIA DOLLAR (0 %) EUR - EURO (0 %) HKD - HONG KONG DOLLAR (0 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Other (99.64 %) Financials (4.65 %) Consumer Staples (3.10 %) |
Top 3 countries | United States (97.51 %) United Kingdom of Great Britain and Northern Ireland (0.83 %) Mexico (0.71 %) | Germany (31.19 %) France (26.27 %) Netherlands (17.11 %) |
Management fee | 0.07 % | 0.56 % |
Key Summary
IJH | HEUR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P MidCap 400 Index - AUD | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.56 % |
Price | $52.25 | $18.03 |
Size | $480.319 million | $87.221 million |
10Y return | 158.86 % | 71.55 % |
Annual distribution yield (5Y) | 1.20 % | 4.09 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 19 |
Median incremental investment | $1,401.99 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $12,170.02 | $4,765.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | HEUR | |
|---|---|---|
Pros |
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Cons |
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IJH | HEUR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |