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Compare T3MP 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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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
T3MP | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 90 |
Median incremental investment | $567.50 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $574.92 | $5,131.32 |
Average age group | < 26 | > 35 |
Key Summary
T3MP | IJR | |
---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | 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 smallβ capitalisation US equities. |
Top 3 holdings | SSE PLC (4.55 %) Trane Technologies PLC Class A (4.52 %) Quanta Services Inc (4.50 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Industrials (61.18 %) Utilities (31.58 %) Consumer Discretionary (9.68 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | United States (98.93 %) |
Management fee | 0.55 % | 0.07 % |
Key Summary
T3MP | IJR | |
---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.07 % |
Price | $63.88 | $166.75 |
Size | N/A | $697.327 million |
10Y return | N/A | 116.19 % |
Annual distribution yield (5Y) | 0.34 % | 1.30 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | IJR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 90 |
Median incremental investment | $567.50 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $574.92 | $5,131.32 |
Average age group | < 26 | > 35 |
Pros and Cons
T3MP | IJR | |
---|---|---|
Pros |
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Cons |
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T3MP | IJR |
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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 |
Lower distribution yield | Higher distribution yield |