Compare AU
Compare IVE vs. SMLL
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 MSCI EAFE ETF (IVE) and the Betashares Australian Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 10 |
Median incremental investment | $1,654.07 | $1,994.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $4,233.06 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVE | SMLL | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 231.98m in AUM and 68 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | SPI 200 FUTURES JUN25 (0 %) PERSEUS MINING LTD (4.33 %) A2 MILK CO LTD/THE (3.54 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Materials (33.97 %) Consumer Discretionary (17.79 %) Real Estate (12.36 %) |
Top 3 countries | United States (99.97 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.32 % | 0.39 % |
Key Summary
IVE | SMLL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.39 % |
Price | $133.40 | $3.51 |
Size | $559.633 million | $238.746 million |
10Y return | 56.68 % | N/A |
Annual distribution yield (5Y) | 2.60 % | 5.20 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 10 |
Median incremental investment | $1,654.07 | $1,994.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $4,233.06 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVE | SMLL | |
|---|---|---|
Pros |
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Cons |
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IVE | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |