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Compare IJR vs. QUS
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 Betashares S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 90 |
Median incremental investment | $1,499.49 | $1,054.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,326.72 | $7,049.40 |
Average age group | > 35 | > 35 |
Key Summary
IJR | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1458.98m in AUM and 503 holdings. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) | MODERNA INC (0.36 %) PTC INC (0.29 %) ACCENTURE PLC (0.27 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (99.39 %) Singapore (0.10 %) Hong Kong (0.03 %) | United States (98.78 %) Switzerland (0.42 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) |
Management fee | 0.07 % | 0.29 % |
Key Summary
IJR | QUS | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Small Cap 600 | S&P 500 Equal Weighted |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.29 % |
Price | $197.71 | $56.85 |
Size | $822.294 million | $1.472 billion |
10Y return | 147.52 % | 106.65 % |
Annual distribution yield (5Y) | 1.31 % | 2.94 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 90 |
Median incremental investment | $1,499.49 | $1,054.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,326.72 | $7,049.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | QUS | |
|---|---|---|
Pros |
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Cons |
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IJR | QUS |
|---|---|
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 |