Compare AU

Compare IOZ vs. ATOM

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie 200

ASX

Buy

Buy

Overview
Performance

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 S&P Aussie 200 (IOZ) and the Global X Uranium ETF (ATOM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

ATOM

Popularity

Low

Low

Pearlers invested

698

30

Median incremental investment

$1,007.67

$997.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,345.70

$2,325.60

Average age group

26 - 35

> 35


Key Summary

IOZ

ATOM

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.

ATOM.AX was created on 2022-12-07 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Uranium & Nuclear Components Total Return Index

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

Cameco Corp (26.59 %)

Sprott Physical Uranium Trust Units (8.22 %)

NexGen Energy Ltd (7.43 %)

Top 3 industries

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Energy (72.09 %)

Financials (12.54 %)

Other (6.93 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Canada (47.95 %)

United States (17.46 %)

Australia (11.43 %)

Management fee

0.05 %

0.69 %


Key Summary

IOZ

ATOM

Issuer

iShares

Global X

Tracking index

S&P ASX 200

Solactive Global Uranium & Nuclear Components Index

Asset class

ETF

ETF

Management fee

0.05 %

0.69 %

Price

$33.51

$16.16

Size

$6.371 billion

$45.107 million

10Y return

48.21 %

N/A

Annual distribution yield (5Y)

5.36 %

0.46 %

Market

ASX

ASX

First listed date

09/12/2010

06/12/2022

Purchase fee

$6.50

$6.50


Community Stats

IOZ

ATOM

Popularity

Low

Low

Pearlers invested

698

30

Median incremental investment

$1,007.67

$997.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,345.70

$2,325.60

Average age group

26 - 35

> 35


Pros and Cons

IOZ

ATOM

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IOZ

ATOM

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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