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Compare VDHG vs. IJR

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

Vanguard Diversified High Growth Funds

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 Vanguard Diversified High Growth Funds (VDHG) 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

VDHG

IJR

Popularity

Medium

Low

Pearlers invested

8,544

80

Median incremental investment

$1,000.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,788.40

$6,606.54

Average age group

26 - 35

> 35


Key Summary

VDHG

IJR

Strategy

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

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

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

United States (98.93 %)

Management fee

0.27 %

0.07 %


Key Summary

VDHG

IJR

Issuer

Vanguard

iShares

Tracking index

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.27 %

0.07 %

Price

$69.71

$194.31

Size

$1.321 million

$803.111 million

10Y return

N/A

192.09 %

Annual distribution yield (5Y)

5.54 %

1.24 %

Market

ASX

ASX

First listed date

22/11/2017

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

VDHG

IJR

Popularity

Medium

Low

Pearlers invested

8,544

80

Median incremental investment

$1,000.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,788.40

$6,606.54

Average age group

26 - 35

> 35


Pros and Cons

VDHG

IJR

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

VDHG

IJR

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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