Compare AU

Compare SMLL vs. IHWL

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

BetaShares Aust Small Companies Select Fund (Managed Fund)

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 BetaShares Aust Small Companies Select Fund (Managed Fund) (SMLL) and the iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SMLL

IHWL

Popularity

Low

Low

Pearlers invested

9

43

Median incremental investment

$2,091.33

$1,653.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,277.85

$3,633.24

Average age group

> 35

26 - 35


Key Summary

SMLL

IHWL

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.

IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies.

Top 3 holdings

CLEANAWAY WASTE MANAGEMENT LTD (4.75 %)

INCITEC PIVOT LTD (4.68 %)

PERSEUS MINING LTD (3.57 %)

NVIDIA CORP (9.88 %)

MICROSOFT CORP (8.59 %)

ALPHABET INC CLASS A (2.79 %)

Top 3 industries

Materials (26.52 %)

Consumer Discretionary (23.94 %)

Industrials (14.62 %)

Information Technology (27.81 %)

Financials (14.85 %)

Health Care (11.91 %)

Top 3 countries

Australia (98.15 %)

China (1.85 %)

United States (74.50 %)

Japan (6.43 %)

United Kingdom of Great Britain and Northern Ireland (3.39 %)

Management fee

0.39 %

0.19 %


Key Summary

SMLL

IHWL

Issuer

BetaShares

iShares

Tracking index

MSCI World IMI 100% Hedged to AUD Net Variant

Asset class

ETF

ETF

Management fee

0.39 %

0.19 %

Price

$3.61

$53.43

Size

$94.299 million

$534.989 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.16 %

3.57 %

Market

ASX

ASX

First listed date

11/04/2017

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

SMLL

IHWL

Popularity

Low

Low

Pearlers invested

9

43

Median incremental investment

$2,091.33

$1,653.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,277.85

$3,633.24

Average age group

> 35

26 - 35


Pros and Cons

SMLL

IHWL

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

SMLL

IHWL

Higher exposure to AU market

Lower exposure to AU market

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

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