Compare AU
Compare GOVT 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 SPDR S&P/ASX Australian Government Bond Fund (GOVT) 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
GOVT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 700 |
Median incremental investment | $123.50 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,028.60 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOVT | IOZ | |
|---|---|---|
Strategy | GOVT.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Government Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Government Bond Index. | 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 | Australia (Commonwealth of) 4.5% (2.63 %) Australia (Commonwealth of) 4.75% (2.58 %) Australia (Commonwealth of) 1% (2.57 %) | 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 | 0.1 % | 0.05 % |
Key Summary
GOVT | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX Government Bond Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.05 % |
Price | $24.15 | $33.19 |
Size | $53.257 million | $6.218 billion |
10Y return | -7.40 % | 39.40 % |
Annual distribution yield (5Y) | 1.66 % | 5.36 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOVT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 700 |
Median incremental investment | $123.50 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,028.60 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOVT | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
GOVT | 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 |