Back
Compare AU
Compare IJR vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 18 |
Median incremental investment | $1,993.50 | $1,200.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,270.17 | $4,486.59 |
Average age group | > 35 | > 35 |
Key Summary
IJR | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) | NVIDIA Corp (7.15 %) Apple Inc (5.75 %) Microsoft Corp (4.73 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (99.41 %) Hong Kong (0.06 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.07 % | 0.04 % |
Key Summary
IJR | WXOZ | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P Small Cap 600 | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.04 % |
Price | $181.73 | $51.57 |
Size | $784.661 million | $551.437 million |
10Y return | 119.28 % | 99.27 % |
Annual distribution yield (5Y) | 1.26 % | 6.71 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 18 |
Median incremental investment | $1,993.50 | $1,200.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,270.17 | $4,486.59 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | WXOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IJR | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |