Compare AU

Compare IJR vs. HBRD

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, shares and ETFs are a popular choice. Two options in the ASX are IJR and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IJR

HBRD

Popularity

Low

Low

Pearlers invested

85

44

Median incremental investment

$2,007.74

$930.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,535.60

$2,309.13

Average age group

> 35

> 35


Key Summary

IJR

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (98.93 %)

Management fee

0.07 %

0.55 %


Key Summary

IJR

HBRD

Issuer

iShares

BetaShares

Tracking index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.07 %

0.55 %

Price

$187.00

$10.16

Size

$775.586 million

$2.371 billion

10Y return

174.35 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.31 %

4.86 %

Market

ASX

ASX

First listed date

10/10/2007

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IJR

HBRD

Popularity

Low

Low

Pearlers invested

85

44

Median incremental investment

$2,007.74

$930.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,535.60

$2,309.13

Average age group

> 35

> 35


Pros and Cons

IJR

HBRD

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

HBRD

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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