Compare AU
Compare IJR vs. BSUB
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 BetaShares Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 7 |
Median incremental investment | $2,007.74 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $5,013.65 |
Average age group | > 35 | > 35 |
Key Summary
IJR | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | COMMONWEALTH BANK OF AUSTRALIA 5.74% AUG-31 (11.00 %) NATIONAL AUSTRALIA BANK LTD 6.4463% NOV-31 (10.84 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2899% JAN-34 (8.34 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.07 % | 0.29 % |
Key Summary
IJR | BSUB | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Small Cap 600 | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.29 % |
Price | $189.65 | $25.46 |
Size | $781.807 million | $180.190 million |
10Y return | 161.77 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 0.64 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 7 |
Median incremental investment | $2,007.74 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $5,013.65 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | BSUB | |
|---|---|---|
Pros |
| |
Cons |
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IJR | BSUB |
|---|---|
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 |