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Compare IYLD 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 Yield Plus ETF (IYLD) 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
IYLD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 94 |
Median incremental investment | $198.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,897.72 | $5,221.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
IYLD | IJR | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 77.01m in AUM and 123 holdings. 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 the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | 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 | AUD CASH (1.46 %) CPPIB CAPITAL INC RegS (1.19 %) CPPIB CAPITAL INC MTN RegS (1.18 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Other (97.45 %) Financials (1.60 %) Consumer Discretionary (1.10 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (99.41 %) Hong Kong (0.06 %) | |
Management fee | 0.12 % | 0.07 % |
Key Summary
IYLD | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.07 % |
Price | $99.88 | $179.34 |
Size | $81.249 million | $784.661 million |
10Y return | N/A | 130.43 % |
Annual distribution yield (5Y) | 2.44 % | 1.26 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 94 |
Median incremental investment | $198.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,897.72 | $5,221.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IYLD | IJR | |
|---|---|---|
Pros |
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Cons |
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IYLD | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |