Compare AU

Compare IJR vs. GOAT

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

iShares S&P Small-Cap ETF

ASX

Buy

Buy

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 iShares S&P Small-Cap ETF (IJR) and the VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJR

GOAT

Popularity

Low

Low

Pearlers invested

86

45

Median incremental investment

$2,001.32

$689.47

Median investment frequency

Monthly

Monthly

Median total investment

$5,805.98

$2,636.70

Average age group

> 35

> 35


Key Summary

IJR

GOAT

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.

GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Harmonic Drive Systems Inc (2.34 %)

Nabtesco Corp (2.29 %)

Julius Baer Gruppe AG (2.22 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Industrials (51.73 %)

Other (19.42 %)

Financials (19.38 %)

Top 3 countries

United States (98.93 %)

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

0.07 %

0.55 %


Key Summary

IJR

GOAT

Issuer

iShares

VanEck

Tracking index

S&P Small Cap 600

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.07 %

0.55 %

Price

$190.94

$28.13

Size

$781.807 million

$45.824 million

10Y return

182.04 %

N/A

Annual distribution yield (5Y)

1.31 %

2.60 %

Market

ASX

ASX

First listed date

10/10/2007

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

IJR

GOAT

Popularity

Low

Low

Pearlers invested

86

45

Median incremental investment

$2,001.32

$689.47

Median investment frequency

Monthly

Monthly

Median total investment

$5,805.98

$2,636.70

Average age group

> 35

> 35


Pros and Cons

IJR

GOAT

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

GOAT

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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