Compare AU
Compare OZXX 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 OZXX and IJR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZXX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 80 |
Median incremental investment | $504.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,119.61 | $6,606.54 |
Average age group | > 35 | > 35 |
Key Summary
OZXX | 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 | Global X Australia Ex Financials & Resources 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
OZXX | IJR | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P Small Cap 600 | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.07 % |
Price | $10.87 | $194.31 |
Size | N/A | $803.111 million |
10Y return | N/A | 193.23 % |
Annual dividend/ distribution yield (5Y) | 1.26 % | 1.24 % |
Market | ASX | ASX |
First listed date | 12/04/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZXX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 80 |
Median incremental investment | $504.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,119.61 | $6,606.54 |
Average age group | > 35 | > 35 |
Pros and Cons
OZXX | IJR | |
|---|---|---|
Pros |
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Cons |
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OZXX | IJR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |