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Compare DJRE 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 SPDR Dow Jones Global Real Estate Esg Tilted ETF (DJRE) 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
DJRE | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 823 |
Median incremental investment | $1,063.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,853.25 | $2,622.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
DJRE | IOZ | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 449.27m in AUM and 226 holdings. The SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | 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 | Prologis Inc (7.52 %) Digital Realty Trust Inc (6.31 %) Welltower Inc (5.79 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.2 % | 0.05 % |
Key Summary
DJRE | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.05 % |
Price | $21.64 | $35.18 |
Size | $455.245 million | $7.315 billion |
10Y return | 1.55 % | 47.38 % |
Annual distribution yield (5Y) | 3.59 % | 3.92 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 823 |
Median incremental investment | $1,063.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,853.25 | $2,622.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DJRE | IOZ | |
|---|---|---|
Pros |
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Cons |
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DJRE | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |