Compare AU
Compare IJR vs. BEAR
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 US 600 Small-Caps (IJR) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 3 |
Median incremental investment | $2,018.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,606.54 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
IJR | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.07 % | 1.38 % |
Key Summary
IJR | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.07 % | 1.38 % |
Price | $194.31 | $7.67 |
Size | $803.111 million | $50.186 million |
10Y return | 192.09 % | -58.90 % |
Annual distribution yield (5Y) | 1.24 % | 0.28 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 3 |
Median incremental investment | $2,018.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,606.54 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJR | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
IJR | BEAR |
|---|---|
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 |