Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 80 |
Median incremental investment | $1,192.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | IJR | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 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 | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (98.93 %) |
Management fee | 0.0945 % | 0.07 % |
Key Summary
SPY | IJR | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.07 % |
Price | $950.52 | $194.31 |
Size | $1.005 trillion | $803.111 million |
10Y return | 288.13 % | 192.09 % |
Annual distribution yield (5Y) | 1.31 % | 1.24 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 80 |
Median incremental investment | $1,192.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $6,606.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | IJR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SPY | IJR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |