Compare AU
Compare QUAL 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 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 | $58.87 | $194.31 |
Size | $6.842 billion | $736.752 million |
10Y return | 261.17 % | 192.09 % |
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 |
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Cons |
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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 |