Compare AU
Compare IISV vs. IZZ
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 Intell Invest Select Value Shr Fund (Managed Fund) (IISV) and the FTSE China 50 (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IISV | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 31 |
Median incremental investment | $605.56 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,523.94 | $3,931.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
IISV | IZZ | |
|---|---|---|
Strategy | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
Top 3 holdings | RPMGlobal Holdings Ltd (7.77 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %) KKR & Co Inc Ordinary Shares (5.57 %) | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) |
Top 3 industries | Financials (50.65 %) Consumer Discretionary (15.93 %) Information Technology (14.85 %) | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | China (100.00 %) |
Management fee | 0.97 % | 0.74 % |
Key Summary
IISV | IZZ | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | FTSE China 50 Net Tax USD Index |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.74 % |
Price | $3.58 | $49.14 |
Size | N/A | $338.261 million |
10Y return | N/A | 2.23 % |
Annual distribution yield (5Y) | 0.07 % | 1.97 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 31 |
Median incremental investment | $605.56 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,523.94 | $3,931.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IISV | IZZ | |
|---|---|---|
Pros |
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Cons |
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IISV | IZZ |
|---|---|
Higher exposure to AU market | Lower 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 |