Compare AU
Compare IVV vs. DJRE
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 500 ETF (IVV) and the SPDR Dow Jones Global Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | DJRE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,586 | 119 |
Median incremental investment | $993.50 | $1,046.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,696.98 | $3,940.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | DJRE | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 439.93m in AUM and 225 holdings. The SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Prologis Inc (7.41 %) Welltower Inc (5.81 %) Equinix Inc (5.63 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (99.92 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 0.04 % | 0.2 % |
Key Summary
IVV | DJRE | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | DJ Global Select Real Estate Securities Index (RESI) |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.2 % |
Price | $58.96 | $21.65 |
Size | $10.027 billion | $437.543 million |
10Y return | 227.50 % | 5.35 % |
Annual distribution yield (5Y) | 10.73 % | 3.58 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | DJRE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,586 | 119 |
Median incremental investment | $993.50 | $1,046.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,696.98 | $3,940.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | DJRE | |
|---|---|---|
Pros |
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Cons |
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IVV | DJRE |
|---|---|
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 |