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Compare QUAL vs. IJR

Compare shares and ETFs on the ASX that you can trade on Pearler.

MSCI Global 'Quality' (ex-AUS)

ASX

Buy

Buy

Overview
Performance

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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QUAL

IJR

Popularity

Medium

Low

Pearlers invested

1,281

80

Median incremental investment

$856.72

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,410.40

$6,613.68

Average age group

> 35

> 35


Key Summary

QUAL

IJR

Strategy

QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks.

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

Apple Inc (5.44 %)

Meta Platforms Inc Class A (5.28 %)

Microsoft Corp (5.15 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Information Technology (42.60 %)

Health Care (21.41 %)

Communication Services (21.39 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

United States (98.93 %)

Management fee

0.4 %

0.07 %


Key Summary

QUAL

IJR

Issuer

VanEck

iShares

Tracking index

MSCI World ex Australia Quality Index - AUD

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.4 %

0.07 %

Price

$58.80

$194.52

Size

$6.842 billion

$736.752 million

10Y return

260.74 %

192.40 %

Annual distribution yield (5Y)

1.85 %

1.24 %

Market

ASX

ASX

First listed date

31/10/2014

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

QUAL

IJR

Popularity

Medium

Low

Pearlers invested

1,281

80

Median incremental investment

$856.72

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,410.40

$6,613.68

Average age group

> 35

> 35


Pros and Cons

QUAL

IJR

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QUAL

IJR

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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