Compare AU
Compare IHOO 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 iShares Global 100 Aud Hedged ETF (IHOO) 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
IHOO | IOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 700 |
Median incremental investment | $1,015.02 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,685.04 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHOO | IOZ | |
---|---|---|
Strategy | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets | 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 | APPLE INC (12.53 %) NVIDIA CORP (11.90 %) MICROSOFT CORP (10.90 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Information Technology (41.20 %) Health Care (10.04 %) Consumer Discretionary (9.13 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | United States (81.06 %) United Kingdom of Great Britain and Northern Ireland (4.32 %) Switzerland (3.26 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.43 % | 0.05 % |
Key Summary
IHOO | IOZ | |
---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Global 100 Hedged to AUD Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.05 % |
Price | $187.44 | $33.19 |
Size | $496.387 million | $6.218 billion |
10Y return | 95.15 % | 39.40 % |
Annual distribution yield (5Y) | 5.07 % | 5.36 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHOO | IOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 700 |
Median incremental investment | $1,015.02 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,685.04 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHOO | IOZ | |
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Pros |
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Cons |
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IHOO | IOZ |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |