Compare AU
Compare IVV 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 S&P US 500 (IVV) 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
IVV | IJR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,472 | 80 |
Median incremental investment | $1,000.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,034.08 | $6,628.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | IJR | |
|---|---|---|
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. | 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 (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (99.92 %) | United States (98.93 %) |
Management fee | 0.04 % | 0.07 % |
Key Summary
IVV | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.07 % |
Price | $63.24 | $195.25 |
Size | $10.019 billion | $736.752 million |
10Y return | 284.60 % | 194.05 % |
Annual distribution yield (5Y) | 13.82 % | 1.24 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IJR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,472 | 80 |
Median incremental investment | $1,000.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,034.08 | $6,628.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | IJR | |
|---|---|---|
Pros |
| |
Cons |
|
IVV | IJR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |