Compare AU
Compare IJR vs. EIGA
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 Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 62 |
Median incremental investment | $2,018.00 | $599.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,638.50 | $1,509.26 |
Average age group | > 35 | > 35 |
Key Summary
IJR | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | United States (98.93 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.07 % | 0.8 % |
Key Summary
IJR | EIGA | |
|---|---|---|
Issuer | iShares | Perennial |
Tracking index | S&P Small Cap 600 | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.8 % |
Price | $195.25 | $3.91 |
Size | $736.752 million | N/A |
10Y return | 192.64 % | N/A |
Annual distribution yield (5Y) | 1.24 % | 6.53 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 62 |
Median incremental investment | $2,018.00 | $599.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,638.50 | $1,509.26 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | EIGA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IJR | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |