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Compare AU
Compare USD 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 Betashares U.S. Dollar ETF (USD) 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
USD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 101 |
Median incremental investment | $1,934.04 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $945.78 | $6,601.28 |
Average age group | > 35 | > 35 |
Key Summary
USD | IJR | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | 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 | USD - UNITED STATES DOLLAR (99.99 %) AUD - AUSTRALIA DOLLAR (0.01 %) | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) | |
Management fee | 0.45 % | 0.07 % |
Key Summary
USD | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.07 % |
Price | $14.33 | $206.29 |
Size | $54.823 million | $834.645 million |
10Y return | 8.40 % | 164.59 % |
Annual distribution yield (5Y) | 2.54 % | 1.28 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 101 |
Median incremental investment | $1,934.04 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $945.78 | $6,601.28 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | IJR | |
|---|---|---|
Pros |
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Cons |
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USD | 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 |