Compare AU
Compare MTUM 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, shares and ETFs are a popular choice. Two options in the ASX are MTUM and IJR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 80 |
Median incremental investment | $504.00 | $2,018.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $586.09 | $6,638.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
MTUM | IJR | |
|---|---|---|
Strategy | N/A | 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 | BetaShares Australian Momentum ETF (100 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (98.93 %) | |
Management fee | 0 % | 0.07 % |
Key Summary
MTUM | IJR | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P Small Cap 600 | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.07 % |
Price | $27.26 | $195.25 |
Size | N/A | $736.752 million |
10Y return | N/A | 192.64 % |
Annual dividend/ distribution yield (5Y) | - % | 1.24 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 80 |
Median incremental investment | $504.00 | $2,018.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $586.09 | $6,638.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MTUM | IJR | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | IJR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |