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Compare AU
Compare IJR vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 68 |
Median incremental investment | $1,990.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,757.94 | $4,522.77 |
Average age group | > 35 | 26 - 35 |
Key Summary
IJR | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) | ISHARES MSCI EAFE ETF (99.98 %) AUD CASH (0.13 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0.07 % | 0.32 % |
Key Summary
IJR | IVE | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Small Cap 600 | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.32 % |
Price | $185.74 | $143.58 |
Size | $779.912 million | $659.674 million |
10Y return | 163.55 % | 87.54 % |
Annual distribution yield (5Y) | 1.27 % | 2.82 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 68 |
Median incremental investment | $1,990.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,757.94 | $4,522.77 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJR | IVE | |
|---|---|---|
Pros |
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Cons |
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IJR | IVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |