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Compare IOZ vs. AUST
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 Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 872 | 1 |
Median incremental investment | $1,000.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,738.12 | $2,024.96 |
Average age group | 26 - 35 | < 26 |
Key Summary
IOZ | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 33.64m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.20 %) BHP GROUP LTD (7.57 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.05 % | 0.49 % |
Key Summary
IOZ | AUST | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.49 % |
Price | $35.56 | $18.08 |
Size | $7.590 billion | $33.520 million |
10Y return | 63.72 % | N/A |
Annual distribution yield (5Y) | 3.92 % | 3.53 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 872 | 1 |
Median incremental investment | $1,000.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,738.12 | $2,024.96 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
IOZ | AUST | |
|---|---|---|
Pros |
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Cons |
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IOZ | AUST |
|---|---|
Lower exposure to AU market | Higher 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 |