Compare AU

Compare IJR vs. JREG

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 Jpmorgan Gl Res En In Eq Active ETF (Managed Fund) (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJR

JREG

Popularity

Low

Low

Pearlers invested

81

2

Median incremental investment

$2,007.74

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,366.84

$6,683.00

Average age group

> 35

> 35


Key Summary

IJR

JREG

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.

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

NVIDIA Corp (5.04 %)

Apple Inc (4.82 %)

Microsoft Corp (4.52 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Information Technology (52.04 %)

Other (18.31 %)

Communication Services (12.44 %)

Top 3 countries

United States (98.93 %)

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

Management fee

0.07 %

0.3 %


Key Summary

IJR

JREG

Issuer

iShares

JPMorgan

Tracking index

S&P Small Cap 600

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.07 %

0.3 %

Price

$187.26

$82.00

Size

$759.487 million

N/A

10Y return

164.23 %

N/A

Annual distribution yield (5Y)

1.39 %

0.67 %

Market

ASX

ASX

First listed date

10/10/2007

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

IJR

JREG

Popularity

Low

Low

Pearlers invested

81

2

Median incremental investment

$2,007.74

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,366.84

$6,683.00

Average age group

> 35

> 35


Pros and Cons

IJR

JREG

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IJR

JREG

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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