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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 | 1,177 | 905 |
Median incremental investment | $777.65 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,796.54 | $2,675.75 |
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 DEC25 (0 %) TELSTRA GROUP LTD (4.38 %) WOOLWORTHS GROUP LTD (4.25 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
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 | $20.60 | $34.06 |
Size | $1.272 billion | $7.775 billion |
10Y return | N/A | 57.25 % |
Annual distribution yield (5Y) | 2.82 % | 3.96 % |
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 | 1,177 | 905 |
Median incremental investment | $777.65 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,796.54 | $2,675.75 |
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 |