At a glance
Side-by-side comparison
| Metric |
IVE
iShares MSCI EAFE ETF
|
IJP
iShares MSCI Japan ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
iShares
|
| Tracks index |
MSCI EAFE Index
|
MSCI Japan Index
|
| Categories |
Intl, Market-Cap
|
Intl, Asia, Market-Cap
|
| Listed since |
2014 (12 yrs)
|
2007 (19 yrs)
|
| Fund size (AUM) |
$616m
|
$1.6bn
|
| Cost & income | ||
| Management fee |
0.32%
|
0.5%
|
| Dividend yield |
3.59%
|
4.85%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
3%
|
| Tax drag | 1.27% | 1.62% |
| Returns |
Tax bracket
|
|
| 1-year return |
9.1%
net
|
21.3%
net
|
| 3-year return |
14.9%
net
|
17.8%
net
|
| 5-year return |
9.6%
net
|
10%
net
|
| 10-year return |
9.7%
net
|
10%
net
|
| Risk | ||
| Volatility (3y) |
7.6%
|
11.5%
|
| Volatility (5y) |
10%
|
12%
|
| Volatility (10y) |
10.3%
|
11.1%
|
| Sharpe ratio (3y) |
1.34
|
1.13
|
| Sharpe ratio (5y) |
0.64
|
0.59
|
| Sharpe ratio (10y) |
0.74
|
0.72
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.32% management fee keeps more of the return in your pocket.
- Pays a useful 3.59% income yield.
- Cheaper alternatives exist: VEU and IVLU.
- Top-12% returns over 1 year (37th of 318 ETFs we track).
- Pays a useful 4.85% income yield.
- Pricier than similar ETFs, which average around 0.49%.
Frequently Asked Questions
IVE and IJP are 2 Australian-listed ETFs we compare side by side. IVE carries the lower management fee (0.32%). Over 10 years, IJP has delivered the higher total return (10% a year). The table above breaks down fees, returns, income and risk for each.
IVE has the lower management fee at 0.32% a year, versus IJP 0.5%.
Over the past 10 years, IJP has delivered the higher total return at 10% a year. Past performance is not a reliable indicator of future returns.
IJP pays the higher at 4.85%. Remember distributions are taxed each year at your marginal rate.
IJP is the larger fund by assets ($1.6bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.