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Compare IJR vs. ADEF
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 Small-Cap ETF (IJR) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 90 | 0 |
Median incremental investment | $2,004.53 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,601.70 | $0 |
Average age group | > 35 | N/A |
Key Summary
IJR | ADEF | |
|---|---|---|
Strategy | 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | WR Berkley Corp (3.81 %) W.W. Grainger Inc (3.55 %) Microsoft Corp (3.36 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Financials (40.91 %) Industrials (20.87 %) Information Technology (20.19 %) |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.07 % | 0 % |
Key Summary
IJR | ADEF | |
|---|---|---|
Issuer | iShares | Apostle |
Tracking index | S&P Small Cap 600 | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0 % |
Price | $171.99 | $6.15 |
Size | $707.985 million | N/A |
10Y return | 121.25 % | N/A |
Annual distribution yield (5Y) | 1.27 % | 0.33 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 90 | 0 |
Median incremental investment | $2,004.53 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,601.70 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IJR | ADEF | |
|---|---|---|
Pros |
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Cons |
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IJR | ADEF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |