Compare AU

Compare IJR vs. VDGR

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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJR

VDGR

Popularity

Low

Low

Pearlers invested

80

107

Median incremental investment

$2,018.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$6,592.60

$3,257.37

Average age group

> 35

> 35


Key Summary

IJR

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

United States (98.93 %)

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.07 %

0.27 %


Key Summary

IJR

VDGR

Issuer

iShares

Vanguard

Tracking index

S&P Small Cap 600

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.07 %

0.27 %

Price

$195.75

$64.04

Size

$736.752 million

$1.222 million

10Y return

190.95 %

N/A

Annual distribution yield (5Y)

1.24 %

5.01 %

Market

ASX

ASX

First listed date

10/10/2007

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IJR

VDGR

Popularity

Low

Low

Pearlers invested

80

107

Median incremental investment

$2,018.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$6,592.60

$3,257.37

Average age group

> 35

> 35


Pros and Cons

IJR

VDGR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IJR

VDGR

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

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