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Compare IOZ vs. ASAO
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 Abrdn Sust Asian Opportunities Active ETF (ASAO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | ASAO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 967 | 1 |
Median incremental investment | $997.39 | $1,047.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,953.64 | $2,107.97 |
Average age group | > 35 | < 26 |
Key Summary
IOZ | ASAO | |
|---|---|---|
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. | ASAO.AX was created on 2022-10-17 by aberdeen. The fund's investment portfolio concentrates primarily on total market equity. To provide investors with high capital growth over the medium to long term (3-5 years) by seeking exposure to the Asian markets (other than the Japan market), adjusted to take into account certain ESG (Environmental, Social and Governance) considerations. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (11.23 %) BHP GROUP LTD (10.03 %) WESTPAC BANKING CORPORATION CORP (5.35 %) | Taiwan Semiconductor Manufacturing Co Ltd (16.92 %) Samsung Electncs Co (7.81 %) Tencent Holdings Ltd (7.12 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Information Technology (41.74 %) Financials (20.80 %) Other (19.73 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | China (33.46 %) Taiwan (23.90 %) India (17.46 %) |
Management fee | 0.05 % | 1.18 % |
Key Summary
IOZ | ASAO | |
|---|---|---|
Issuer | iShares | aberdeen |
Tracking index | S&P ASX 200 | MSCI AC Asia ex JP |
Asset class | ETF | ETF |
Management fee | 0.05 % | 1.18 % |
Price | $36.10 | $1.385 |
Size | $8.749 billion | N/A |
10Y return | 67.21 % | N/A |
Annual distribution yield (5Y) | 4.00 % | 1.73 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 18/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | ASAO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 967 | 1 |
Median incremental investment | $997.39 | $1,047.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,953.64 | $2,107.97 |
Average age group | > 35 | < 26 |
Pros and Cons
IOZ | ASAO | |
|---|---|---|
Pros |
| |
Cons |
|
IOZ | ASAO |
|---|---|
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 |