Compare AU

Compare IJR vs. ESGI

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P US 600 Small-Caps

ASX

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Overview
Performance

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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJR

ESGI

Popularity

Low

Medium

Pearlers invested

85

1,234

Median incremental investment

$2,007.74

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,582.40

$1,862.52

Average age group

> 35

26 - 35


Key Summary

IJR

ESGI

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.

The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes.

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

ASML Holding NV (5.55 %)

NVIDIA Corp (4.92 %)

Novo Nordisk AS Class B (4.26 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Information Technology (56.26 %)

Health Care (18.50 %)

Other (15.14 %)

Top 3 countries

United States (98.93 %)

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Management fee

0.07 %

0.55 %


Key Summary

IJR

ESGI

Issuer

iShares

VanEck

Tracking index

S&P Small Cap 600

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.55 %

Price

$186.08

$36.52

Size

$775.586 million

$208.148 million

10Y return

171.81 %

N/A

Annual distribution yield (5Y)

1.31 %

3.26 %

Market

ASX

ASX

First listed date

10/10/2007

08/03/2018

Purchase fee

$6.50

$6.50


Community Stats

IJR

ESGI

Popularity

Low

Medium

Pearlers invested

85

1,234

Median incremental investment

$2,007.74

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,582.40

$1,862.52

Average age group

> 35

26 - 35


Pros and Cons

IJR

ESGI

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IJR

ESGI

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

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