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Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) 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
ETHI | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,947 | 979 |
Median incremental investment | $790.50 | $996.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,059.58 | $2,874.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | IOZ | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (8.66 %) NVIDIA CORP (6.70 %) | COMMONWEALTH BANK OF AUSTRALIA (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.59 % | 0.05 % |
Key Summary
ETHI | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.05 % |
Price | $15.39 | $34.93 |
Size | $3.554 billion | $8.643 billion |
10Y return | N/A | 55.18 % |
Annual distribution yield (5Y) | 3.51 % | 4.10 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,947 | 979 |
Median incremental investment | $790.50 | $996.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,059.58 | $2,874.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | IOZ | |
|---|---|---|
Pros |
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Cons |
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ETHI | 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 |