Back
Compare AU
Compare CORE 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 Schroder Global Core Fund - Active ETF (CORE) 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
CORE | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 925 |
Median incremental investment | $96.60 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $0 | $2,916.74 |
Average age group | N/A | > 35 |
Key Summary
CORE | IOZ | |
|---|---|---|
Strategy | CORE.AX was created on 2025-06-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World ex Australia ex Tobacco Index (net dividends reinvested) after fees with low index-relative risk across a broad range of market environments. | 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 | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.05 % |
Key Summary
CORE | IOZ | |
|---|---|---|
Issuer | Schroder | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.05 % |
Price | $11.19 | $35.33 |
Size | N/A | $7.929 billion |
10Y return | N/A | 74.99 % |
Annual distribution yield (5Y) | 2.81 % | 4.03 % |
Market | ASX | ASX |
First listed date | 20/09/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CORE | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 925 |
Median incremental investment | $96.60 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $0 | $2,916.74 |
Average age group | N/A | > 35 |
Pros and Cons
CORE | IOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
CORE | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |