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Compare IJR vs. IHEB
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IJR | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 3 |
Median incremental investment | $1,663.52 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $6,310.92 | $8,407.80 |
Average age group | > 35 | > 35 |
Key Summary
IJR | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) | |
Management fee | 0.07 % | 0.51 % |
Key Summary
IJR | IHEB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Small Cap 600 | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.51 % |
Price | $191.29 | $77.70 |
Size | $812.574 million | $48.867 million |
10Y return | 147.14 % | -26.46 % |
Annual distribution/ dividend yield (5Y) | 1.28 % | 5.54 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 3 |
Median incremental investment | $1,663.52 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $6,310.92 | $8,407.80 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | IHEB | |
|---|---|---|
Pros |
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Cons |
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IJR | IHEB |
|---|---|
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 |