Compare AU
Compare IJR vs. ESGI
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 VanEck MSCI International Sustainable Equity ETF (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 | 1,240 |
Median incremental investment | $2,007.74 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $1,919.32 |
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 (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Information Technology (54.58 %) Health Care (18.78 %) 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 | $189.65 | $36.63 |
Size | $781.807 million | $206.026 million |
10Y return | 158.36 % | 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 | 1,240 |
Median incremental investment | $2,007.74 | $746.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $1,919.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJR | ESGI | |
|---|---|---|
Pros |
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Cons |
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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 |