Compare AU
Compare FAIR 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 Australian Sustainability Leaders ETF (FAIR) 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
FAIR | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,099 | 692 |
Median incremental investment | $747.80 | $1,007.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,529.50 | $2,331.06 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FAIR | IOZ | |
|---|---|---|
Strategy | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. | 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 | SPI 200 FUTURES SEP24 (0 %) SUNCORP GROUP LTD (4.66 %) COCHLEAR LTD (4.61 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (20.29 %) Health Care (18.54 %) Information Technology (14.60 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.49 % | 0.05 % |
Key Summary
FAIR | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.05 % |
Price | $21.89 | $34.09 |
Size | $1.393 billion | $6.311 billion |
10Y return | N/A | 48.86 % |
Annual distribution yield (5Y) | 3.39 % | 5.36 % |
Market | ASX | ASX |
First listed date | 29/11/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FAIR | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,099 | 692 |
Median incremental investment | $747.80 | $1,007.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,529.50 | $2,331.06 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FAIR | IOZ | |
|---|---|---|
Pros |
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Cons |
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FAIR | 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 |