Compare AU
Compare SMLL vs. IGB
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 Aust Small Companies Select Fund (Managed Fund) (SMLL) and the iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 4 |
Median incremental investment | $2,091.33 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $1,852.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | IGB | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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 the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.39 % | 0.26 % |
Key Summary
SMLL | IGB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.26 % |
Price | $3.61 | $97.52 |
Size | $94.299 million | $369.352 million |
10Y return | N/A | -7.83 % |
Annual distribution yield (5Y) | 5.16 % | 1.75 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 4 |
Median incremental investment | $2,091.33 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $1,852.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | IGB | |
|---|---|---|
Pros |
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Cons |
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SMLL | IGB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |