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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 94 |
Median incremental investment | $650.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.85 | $5,222.63 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | IJR | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Teradyne Inc (2.30 %) Intuitive Surgical Inc (2.05 %) Symbotic Inc Ordinary Shares - Class A (2.04 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | United States (99.41 %) Hong Kong (0.06 %) |
Management fee | 0.82 % | 0.07 % |
Key Summary
ROBO | IJR | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.07 % |
Price | $92.31 | $183.25 |
Size | $257.766 million | $784.661 million |
10Y return | N/A | 132.73 % |
Annual distribution yield (5Y) | 3.76 % | 1.26 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 94 |
Median incremental investment | $650.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.85 | $5,222.63 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | IJR | |
|---|---|---|
Pros |
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Cons |
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ROBO | IJR |
|---|---|
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 |