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Compare IOO vs. LEVR
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 ETF (IOO) and the First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOO | LEVR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,024 | 1 |
Median incremental investment | $1,005.07 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,968.42 | $1,174.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOO | LEVR | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | Microsoft Corporation (12.34 %) Apple, Inc. (10.21 %) NVIDIA Corporation (9.04 %) | Commonwealth Bank of Australia (11.57 %) BHP Group Ltd (9.73 %) CSL Ltd (7.08 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | United States (99.99 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
IOO | LEVR | |
|---|---|---|
Issuer | iShares | First Sentier |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $175.22 | $1.715 |
Size | $4.755 billion | N/A |
10Y return | 240.80 % | N/A |
Annual distribution yield (5Y) | 1.49 % | 2.50 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | LEVR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,024 | 1 |
Median incremental investment | $1,005.07 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,968.42 | $1,174.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOO | LEVR | |
|---|---|---|
Pros |
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Cons |
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IOO | LEVR |
|---|---|
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 |