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 S&P US 600 Small-Caps (IJR) and the SPDR S&P World Ex Australia Carbon Control Fund (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 | 85 | 11 |
Median incremental investment | $2,007.74 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,879.15 | $2,551.02 |
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 Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | Apple Inc (5.48 %) Microsoft Corp (4.67 %) NVIDIA Corp (4.55 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Information Technology (57.36 %) Communication Services (15.19 %) Consumer Discretionary (9.28 %) |
Top 3 countries | United States (98.93 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.07 % | 0.07 % |
Key Summary
IJR | WXOZ | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P Small Cap 600 | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.07 % |
Price | $189.65 | $50.02 |
Size | $781.807 million | $425.851 million |
10Y return | 158.36 % | 106.78 % |
Annual distribution yield (5Y) | 1.31 % | 5.73 % |
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 | 85 | 11 |
Median incremental investment | $2,007.74 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,879.15 | $2,551.02 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | WXOZ | |
|---|---|---|
Pros |
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Cons |
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IJR | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |