Compare AU
Compare ATEC vs. IOZ
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 S&P/ASX Australian Technology ETF (ATEC) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 780 |
Median incremental investment | $889.08 | $1,003.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,046.80 | $2,562.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
ATEC | IOZ | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 311.76m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | WISETECH GLOBAL LTD (10.67 %) XERO LTD (10.33 %) PRO MEDICUS LTD (9.85 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Information Technology (46.50 %) Communication Services (24.66 %) Health Care (10.17 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.48 % | 0.05 % |
Key Summary
ATEC | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P/ASX All Technology Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.05 % |
Price | $30.10 | $33.72 |
Size | $328.072 million | $6.877 billion |
10Y return | N/A | 37.07 % |
Annual distribution yield (5Y) | 1.49 % | 5.33 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 780 |
Median incremental investment | $889.08 | $1,003.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,046.80 | $2,562.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ATEC | IOZ | |
|---|---|---|
Pros |
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Cons |
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ATEC | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |