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Compare PGA1 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 Plato Global Alpha Fund Complex ETF (PGA1) 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
PGA1 | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 99 |
Median incremental investment | $2,000.00 | $1,504.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,279.65 | $6,340.48 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | IJR | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | 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 | NVIDIA Corp (5.15 %) Apple Inc (4.64 %) Microsoft Corp (2.69 %) | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (45.68 %) United Kingdom of Great Britain and Northern Ireland (6.79 %) China (6.22 %) | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) |
Management fee | 0 % | 0.07 % |
Key Summary
PGA1 | IJR | |
|---|---|---|
Issuer | Plato | iShares |
Tracking index | MSCI World Index | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0 % | 0.07 % |
Price | $15.48 | $198.14 |
Size | N/A | $824.464 million |
10Y return | N/A | 147.68 % |
Annual distribution yield (5Y) | 0.01 % | 1.31 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 99 |
Median incremental investment | $2,000.00 | $1,504.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,279.65 | $6,340.48 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | IJR | |
|---|---|---|
Pros |
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Cons |
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PGA1 | IJR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |