Compare AU
Compare IUSG vs. IJR
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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) and the iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IUSG | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 81 |
Median incremental investment | $0 | $2,007.74 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,366.84 |
Average age group | N/A | > 35 |
Key Summary
IUSG | IJR | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 | iShares $ Treasury Bond ETF AUD H Dist (99.99 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.26 % | 0.07 % |
Key Summary
IUSG | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.07 % |
Price | $99.82 | $187.26 |
Size | $6.493 million | $759.487 million |
10Y return | N/A | 164.23 % |
Annual distribution yield (5Y) | 0.67 % | 1.39 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 81 |
Median incremental investment | $0 | $2,007.74 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,366.84 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | IJR | |
|---|---|---|
Pros |
| |
Cons |
|
IUSG | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |