Compare AU
Compare FSML 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 FSML and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FSML | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 776 |
Median incremental investment | $855.00 | $1,004.61 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,300.09 | $2,425.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
FSML | IOZ | |
|---|---|---|
Strategy | The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to outperform the S&P/ ASX Small Ordinaries Accumulation Index over the medium to long 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 | Firetrail Aust Small Companies Fund - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.05 % |
Key Summary
FSML | IOZ | |
|---|---|---|
Issuer | Firetraill | iShares |
Tracking index | S&P/ASX Small Ordinaries Accumulation Index - AUD - Benchmark TR Gross | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0 % | 0.05 % |
Price | $1.69 | $32.05 |
Size | N/A | $6.490 billion |
10Y return | N/A | 25.39 % |
Annual dividend/ distribution yield (5Y) | - % | 5.33 % |
Market | ASX | ASX |
First listed date | 17/11/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FSML | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 776 |
Median incremental investment | $855.00 | $1,004.61 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,300.09 | $2,425.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FSML | IOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FSML | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |