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Compare IJR vs. VGS
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 Vanguard MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 95 | 17,757 |
Median incremental investment | $1,993.50 | $1,049.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,069.68 | $3,952.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IJR | VGS | |
|---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (99.41 %) Hong Kong (0.06 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.07 % | 0.18 % |
Key Summary
IJR | VGS | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P Small Cap 600 | MSCI WorldexAustralia Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.18 % |
Price | $181.06 | $152.38 |
Size | $768.284 million | N/A |
10Y return | 134.90 % | 163.86 % |
Annual distribution yield (5Y) | 1.27 % | 2.32 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 95 | 17,757 |
Median incremental investment | $1,993.50 | $1,049.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,069.68 | $3,952.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJR | VGS | |
|---|---|---|
Pros |
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Cons |
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IJR | VGS |
|---|---|
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 |