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Compare MQWS 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 Macquarie Walter Scott Global Equity Active ETF (MQWS) 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
MQWS | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 98 |
Median incremental investment | $0 | $1,715.23 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,297.67 |
Average age group | N/A | > 35 |
Key Summary
MQWS | IJR | |
|---|---|---|
Strategy | MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested. | 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 | Taiwan Semiconductor Manufacturing Co Ltd ADR (4.42 %) AIA Group Ltd (4.40 %) ASML Holding NV (4.20 %) | ISHARES CORE S&P SMALL-CAP ETF (99.96 %) USD CASH (0.04 %) AUD CASH (0.00 %) |
Top 3 industries | Information Technology (43.21 %) Financials (19.40 %) Consumer Discretionary (15.46 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (63.80 %) Taiwan (4.77 %) Netherlands (4.74 %) | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) |
Management fee | 1.28 % | 0.07 % |
Key Summary
MQWS | IJR | |
|---|---|---|
Issuer | Macquarie | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 1.28 % | 0.07 % |
Price | $8.39 | $190.47 |
Size | N/A | $792.636 million |
10Y return | N/A | 157.46 % |
Annual distribution yield (5Y) | 16.23 % | 1.28 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQWS | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 98 |
Median incremental investment | $0 | $1,715.23 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,297.67 |
Average age group | N/A | > 35 |
Pros and Cons
MQWS | IJR | |
|---|---|---|
Pros |
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Cons |
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MQWS | 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 |