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Compare EAFZ 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, shares and ETFs are a popular choice. Two options in the ASX are EAFZ and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EAFZ | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 929 |
Median incremental investment | $1,075.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,414.72 | $2,911.82 |
Average age group | > 35 | > 35 |
Key Summary
EAFZ | IOZ | |
|---|---|---|
Strategy | N/A | 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 | Ellerston Asia Growth Fund Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
Management fee | 0 % | 0.05 % |
Key Summary
EAFZ | IOZ | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P ASX 200 | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.05 % |
Price | $7.84 | $35.51 |
Size | N/A | $7.861 billion |
10Y return | N/A | 70.07 % |
Annual dividend/ distribution yield (5Y) | 7.94 % | 4.03 % |
Market | ASX | ASX |
First listed date | 07/06/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EAFZ | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 929 |
Median incremental investment | $1,075.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,414.72 | $2,911.82 |
Average age group | > 35 | > 35 |
Pros and Cons
EAFZ | IOZ | |
|---|---|---|
Pros |
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Cons |
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EAFZ | IOZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |