Compare AU
Compare FRAR 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 FRAR and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FRAR | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 697 |
Median incremental investment | $54,993.50 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $177,167.00 | $2,379.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
FRAR | IOZ | |
|---|---|---|
Strategy | FRAR.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term. | 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 | Franklin Aust Abs Return Bond Fund (Managed Fund) (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.5 % | 0.05 % |
Key Summary
FRAR | IOZ | |
|---|---|---|
Issuer | Franklin | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.05 % |
Price | $1.00 | $33.99 |
Size | N/A | $6.311 billion |
10Y return | N/A | 48.56 % |
Annual dividend/ distribution yield (5Y) | 0.27 % | 5.36 % |
Market | ASX | ASX |
First listed date | 14/04/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FRAR | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 697 |
Median incremental investment | $54,993.50 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $177,167.00 | $2,379.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FRAR | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
FRAR | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |