Compare AU
Compare IJR vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IJR | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 18 |
Median incremental investment | $2,007.74 | $4,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,366.84 | $10,933.60 |
Average age group | > 35 | > 35 |
Key Summary
IJR | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.07 % | 0.29 % |
Key Summary
IJR | SUBD | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P Small Cap 600 | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.29 % |
Price | $187.26 | $25.28 |
Size | $759.487 million | $2.121 billion |
10Y return | 165.20 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.39 % | 3.54 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 18 |
Median incremental investment | $2,007.74 | $4,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,366.84 | $10,933.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | SUBD | |
|---|---|---|
Pros |
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Cons |
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IJR | SUBD |
|---|---|
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 |