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Compare AU
Compare VESG 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 Vanguard Ethically Conscious International Shares Index ETF (VESG) 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
VESG | IJR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,961 | 99 |
Median incremental investment | $990.83 | $1,504.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.50 | $6,310.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | IJR | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) |
Management fee | 0.18 % | 0.07 % |
Key Summary
VESG | IJR | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.07 % |
Price | $121.70 | $198.14 |
Size | N/A | $824.464 million |
10Y return | N/A | 147.68 % |
Annual distribution yield (5Y) | 1.62 % | 1.30 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | IJR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,961 | 99 |
Median incremental investment | $990.83 | $1,504.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.50 | $6,310.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | IJR | |
|---|---|---|
Pros |
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Cons |
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VESG | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |