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Compare GMVW 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 VanEck Geared Australian Equal Weight Complex ETF (GMVW) 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
GMVW | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 925 |
Median incremental investment | $1,074.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.00 | $2,916.74 |
Average age group | > 35 | > 35 |
Key Summary
GMVW | IOZ | |
|---|---|---|
Strategy | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.49m in AUM and 77 holdings. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. | 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 | VanEck Australian Equal Wt ETF (219.85 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.35 % | 0.05 % |
Key Summary
GMVW | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.05 % |
Price | $40.15 | $35.33 |
Size | $40.289 million | $7.929 billion |
10Y return | N/A | 74.99 % |
Annual distribution yield (5Y) | 4.96 % | 4.03 % |
Market | ASX | ASX |
First listed date | 28/02/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GMVW | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 925 |
Median incremental investment | $1,074.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.00 | $2,916.74 |
Average age group | > 35 | > 35 |
Pros and Cons
GMVW | IOZ | |
|---|---|---|
Pros |
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Cons |
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GMVW | 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 |
Higher distribution yield | Lower distribution yield |