Compare AU

Compare IOO vs. IJR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global 100 Large-Caps

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 Global 100 Large-Caps (IOO) and the S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOO

IJR

Popularity

Low

Low

Pearlers invested

884

80

Median incremental investment

$1,002.58

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,489.86

$6,638.50

Average age group

26 - 35

> 35


Key Summary

IOO

IJR

Strategy

The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities.

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.

Top 3 holdings

Microsoft Corporation (12.34 %)

Apple, Inc. (10.21 %)

NVIDIA Corporation (9.04 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (99.99 %)

United States (98.93 %)

Management fee

0.4 %

0.07 %


Key Summary

IOO

IJR

Issuer

iShares

iShares

Tracking index

S&P Global 100 Index - AUD

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.4 %

0.07 %

Price

$160.25

$195.25

Size

$4.107 billion

$736.752 million

10Y return

244.92 %

192.64 %

Annual distribution yield (5Y)

1.61 %

1.24 %

Market

ASX

ASX

First listed date

10/10/2007

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IOO

IJR

Popularity

Low

Low

Pearlers invested

884

80

Median incremental investment

$1,002.58

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,489.86

$6,638.50

Average age group

26 - 35

> 35


Pros and Cons

IOO

IJR

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IOO

IJR

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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