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Compare AU
Compare MVW 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 Aussie Large-Caps (equal weight) (MVW) 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
MVW | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 101 |
Median incremental investment | $845.70 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $6,283.84 |
Average age group | > 35 | > 35 |
Key Summary
MVW | IJR | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 | Nextdc Ltd (1.97 %) Worley Ltd (1.70 %) Dyno Nobel Ltd (1.69 %) | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (100.00 %) | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) |
Management fee | 0.35 % | 0.07 % |
Key Summary
MVW | IJR | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.07 % |
Price | $37.42 | $196.37 |
Size | $3.259 billion | $828.309 million |
10Y return | 57.36 % | 147.01 % |
Annual distribution yield (5Y) | 3.74 % | 1.28 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 101 |
Median incremental investment | $845.70 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $6,283.84 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | IJR | |
|---|---|---|
Pros |
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Cons |
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MVW | IJR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |