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Compare IOZ vs. A300
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 Global X Australia 300 ETF (A300). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | A300 | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,000 | 263 |
Median incremental investment | $994.00 | $665.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,875.12 | $1,062.18 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | A300 | |
|---|---|---|
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. | The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the FTSE Australia 300 Index (the Index). |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) | BHP Group Ltd (12.17 %) Commonwealth Bank of Australia (9.76 %) National Australia Bank Ltd (4.62 %) |
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 % | 0.04 % |
Key Summary
IOZ | A300 | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P ASX 200 | FTSE Australia 300 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.04 % |
Price | $34.89 | $50.90 |
Size | $9.609 billion | $23.213 million |
10Y return | 55.55 % | N/A |
Annual distribution yield (5Y) | 4.12 % | 2.03 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 05/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | A300 | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,000 | 263 |
Median incremental investment | $994.00 | $665.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,875.12 | $1,062.18 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | A300 | |
|---|---|---|
Pros |
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Cons |
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IOZ | A300 |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |