Compare AU

Compare G200 vs. IOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Wealthbuilder Aus200 Geared Complex ETF

ASX

Buy

Buy

Overview
Performance

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 Wealthbuilder Aus200 Geared Complex ETF (G200) 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

G200

IOZ

Popularity

Low

Low

Pearlers invested

20

664

Median incremental investment

$2,423.00

$1,008.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$9,350.88

$2,216.70

Average age group

> 35

26 - 35


Key Summary

G200

IOZ

Strategy

G200.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. G200.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of the broad Australian sharemarket.

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

BETASHARES AUSTRALIA 200 ETF (150.39 %)

AUD - AUSTRALIA DOLLAR (-50.39 %)

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 (74.90 %)

Australia (97.04 %)

New Zealand (1.55 %)

Ireland (0.93 %)

Management fee

0.35 %

0.05 %


Key Summary

G200

IOZ

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.35 %

0.05 %

Price

$27.67

$32.72

Size

$7.149 million

$6.205 billion

10Y return

N/A

37.65 %

Annual distribution yield (5Y)

0.15 %

5.26 %

Market

ASX

ASX

First listed date

22/04/2024

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

G200

IOZ

Popularity

Low

Low

Pearlers invested

20

664

Median incremental investment

$2,423.00

$1,008.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$9,350.88

$2,216.70

Average age group

> 35

26 - 35


Pros and Cons

G200

IOZ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

G200

IOZ

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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