Compare AU
Compare IJH 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 iShares S&P Mid-Cap ETF (IJH) and the iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJH | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 81 |
Median incremental investment | $1,036.42 | $2,007.74 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,470.01 | $6,366.84 |
Average age group | > 35 | > 35 |
Key Summary
IJH | IJR | |
|---|---|---|
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. | 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 | USD CASH (0.33 %) USD/AUD (0.00 %) AUD CASH (-0.30 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (98.41 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) Canada (0.54 %) | United States (98.93 %) |
Management fee | 0.07 % | 0.07 % |
Key Summary
IJH | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P MidCap 400 Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.07 % |
Price | $50.29 | $187.26 |
Size | $449.503 million | $759.487 million |
10Y return | 177.72 % | 165.20 % |
Annual distribution yield (5Y) | 8.31 % | 1.39 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 81 |
Median incremental investment | $1,036.42 | $2,007.74 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,470.01 | $6,366.84 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | IJR | |
|---|---|---|
Pros |
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Cons |
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IJH | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |