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Compare IJR vs. MVA
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 VanEck Australian Property ETF (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 92 |
Median incremental investment | $1,500.00 | $684.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,345.92 | $2,219.13 |
Average age group | > 35 | > 35 |
Key Summary
IJR | MVA | |
|---|---|---|
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. | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 816.46m in AUM and 14 holdings. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) | GPT Group (10.26 %) Mirvac Group (10.26 %) Charter Hall Group (10.15 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Real Estate (100.00 %) |
Top 3 countries | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) | Australia (100.00 %) |
Management fee | 0.07 % | 0.35 % |
Key Summary
IJR | MVA | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P Small Cap 600 | MVIS Australia A-REITs Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.35 % |
Price | $198.31 | $21.65 |
Size | $815.127 million | $810.769 million |
10Y return | 150.49 % | 9.23 % |
Annual distribution yield (5Y) | 1.31 % | 4.87 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 92 |
Median incremental investment | $1,500.00 | $684.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,345.92 | $2,219.13 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | MVA | |
|---|---|---|
Pros |
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Cons |
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IJR | MVA |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |