Compare AU

Compare IJR vs. MFOA

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

S&P US 600 Small-Caps

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 MFOA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IJR

MFOA

Popularity

Low

Low

Pearlers invested

80

1

Median incremental investment

$2,018.00

$693.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,613.68

$1,374.66

Average age group

> 35

26 - 35


Key Summary

IJR

MFOA

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.

N/A

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Milford Australian Absolute Growth (Hedge Fund) (100 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (98.93 %)

Management fee

0.07 %

0 %


Key Summary

IJR

MFOA

Issuer

iShares

Tracking index

S&P Small Cap 600

Asset class

ETF

Stock

Management fee

0.07 %

0 %

Price

$194.52

$10.76

Size

$736.752 million

N/A

10Y return

192.40 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.24 %

0.97 %

Market

ASX

ASX

First listed date

10/10/2007

15/01/2023

Purchase fee

$6.50

$6.50


Community Stats

IJR

MFOA

Popularity

Low

Low

Pearlers invested

80

1

Median incremental investment

$2,018.00

$693.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,613.68

$1,374.66

Average age group

> 35

26 - 35


Pros and Cons

IJR

MFOA

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

IJR

MFOA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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