Compare AU
Compare E200 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 S&P/ASX 200 Esg ETF (E200) 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
E200 | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 776 |
Median incremental investment | $1,020.00 | $1,004.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.19 | $2,425.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
E200 | IOZ | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 50.37m in AUM and 102 holdings. The SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG 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 | Commonwealth Bank of Australia (15.40 %) CSL Ltd (6.88 %) National Australia Bank Ltd (6.04 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Financials (56.91 %) Health Care (12.86 %) Consumer Discretionary (9.27 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.05 % | 0.05 % |
Key Summary
E200 | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 200 ESG Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.05 % |
Price | $25.37 | $32.12 |
Size | $52.108 million | $6.490 billion |
10Y return | N/A | 25.67 % |
Annual distribution yield (5Y) | 6.42 % | 5.33 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 776 |
Median incremental investment | $1,020.00 | $1,004.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.19 | $2,425.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
E200 | IOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
E200 | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |