Compare AU
Compare RBTZ 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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ) 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
RBTZ | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 415 | 80 |
Median incremental investment | $793.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,513.00 | $6,638.50 |
Average age group | > 35 | > 35 |
Key Summary
RBTZ | IJR | |
---|---|---|
Strategy | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. | 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 (12.43 %) ABB LTD (9.74 %) INTUITIVE SURGICAL INC (8.84 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (57.27 %) Information Technology (27.35 %) Health Care (9.40 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) | United States (98.93 %) |
Management fee | 0.57 % | 0.07 % |
Key Summary
RBTZ | IJR | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Indxx Global Robotics & Artificial Intelligence Thematic Index | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.07 % |
Price | $15.10 | $194.52 |
Size | $278.291 million | $736.752 million |
10Y return | N/A | 192.40 % |
Annual distribution yield (5Y) | 2.81 % | 1.24 % |
Market | ASX | ASX |
First listed date | 14/09/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RBTZ | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 415 | 80 |
Median incremental investment | $793.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,513.00 | $6,638.50 |
Average age group | > 35 | > 35 |
Pros and Cons
RBTZ | IJR | |
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Pros |
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Cons |
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RBTZ | IJR |
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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 |