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Compare IOZ vs. 5GOV
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 Core S&P/ASX 200 ETF (IOZ) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 1 |
Median incremental investment | $998.84 | $250.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.18 | $1,875.24 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | 5GOV | |
|---|---|---|
Strategy | 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. | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 90.97m in AUM and 56 holdings. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Australia (Commonwealth of) (6.60 %) Australia (Commonwealth of) (6.12 %) Australia (Commonwealth of) (5.83 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
Management fee | 0.05 % | 0.22 % |
Key Summary
IOZ | 5GOV | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P ASX 200 | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.22 % |
Price | $35.78 | $51.57 |
Size | $8.340 billion | $89.922 million |
10Y return | 66.26 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 1.85 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 1 |
Median incremental investment | $998.84 | $250.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.18 | $1,875.24 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | 5GOV | |
|---|---|---|
Pros |
| |
Cons |
|
IOZ | 5GOV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |