Compare AU

Compare IOZ vs. BNKS

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

iShares Core S&P/ASX 200 ETF

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 iShares Core S&P/ASX 200 ETF (IOZ) and the BetaShares Global Banks Currency Hedged ETF (BNKS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

BNKS

Popularity

Low

Low

Pearlers invested

711

15

Median incremental investment

$1,006.61

$1,020.31

Median investment frequency

Monthly

Monthly

Median total investment

$2,483.44

$2,015.52

Average age group

26 - 35

> 35


Key Summary

IOZ

BNKS

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.

BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Other (84.32 %)

Communication Services (33.49 %)

Financials (12.18 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (34.16 %)

Canada (15.63 %)

Japan (8.37 %)

Management fee

0.05 %

0.57 %


Key Summary

IOZ

BNKS

Issuer

iShares

BetaShares

Tracking index

S&P ASX 200

Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.57 %

Price

$33.76

$8.91

Size

$6.698 billion

$69.497 million

10Y return

45.71 %

N/A

Annual distribution yield (5Y)

5.33 %

2.35 %

Market

ASX

ASX

First listed date

09/12/2010

01/08/2016

Purchase fee

$6.50

$6.50


Community Stats

IOZ

BNKS

Popularity

Low

Low

Pearlers invested

711

15

Median incremental investment

$1,006.61

$1,020.31

Median investment frequency

Monthly

Monthly

Median total investment

$2,483.44

$2,015.52

Average age group

26 - 35

> 35


Pros and Cons

IOZ

BNKS

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

IOZ

BNKS

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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