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Compare IWLD 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 Core MSCI World Ex Australia Esg ETF (IWLD) 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
IWLD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 94 |
Median incremental investment | $1,545.81 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,192.25 | $5,221.20 |
Average age group | > 35 | > 35 |
Key Summary
IWLD | IJR | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | 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 | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | United States (99.41 %) Hong Kong (0.06 %) |
Management fee | 0.09 % | 0.07 % |
Key Summary
IWLD | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World IMI - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0.07 % |
Price | $68.12 | $179.31 |
Size | $1.479 billion | $784.661 million |
10Y return | N/A | 130.39 % |
Annual distribution yield (5Y) | 4.27 % | 1.26 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 94 |
Median incremental investment | $1,545.81 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,192.25 | $5,221.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IWLD | IJR | |
|---|---|---|
Pros |
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Cons |
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IWLD | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |