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Compare IXJ vs. IJR

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Global 1200 Healthcare

ASX

Buy

Buy

Overview
Performance

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 Global 1200 Healthcare (IXJ) 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

IXJ

IJR

Popularity

Low

Low

Pearlers invested

241

80

Median incremental investment

$1,000.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,695.72

$6,638.50

Average age group

26 - 35

> 35


Key Summary

IXJ

IJR

Strategy

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

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

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (99.97 %)

United States (98.93 %)

Management fee

0.46 %

0.07 %


Key Summary

IXJ

IJR

Issuer

iShares

iShares

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.46 %

0.07 %

Price

$139.04

$194.52

Size

$1.380 billion

$736.752 million

10Y return

124.60 %

191.55 %

Annual distribution yield (5Y)

1.26 %

1.24 %

Market

ASX

ASX

First listed date

11/03/2009

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IXJ

IJR

Popularity

Low

Low

Pearlers invested

241

80

Median incremental investment

$1,000.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,695.72

$6,638.50

Average age group

26 - 35

> 35


Pros and Cons

IXJ

IJR

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

IXJ

IJR

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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