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Compare IOZ vs. CORE
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 Schroder Global Core Fund - Active ETF (CORE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 959 | 0 |
Median incremental investment | $998.84 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,898.18 | $0 |
Average age group | > 35 | N/A |
Key Summary
IOZ | CORE | |
|---|---|---|
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. | CORE.AX was created on 2025-06-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World ex Australia ex Tobacco Index (net dividends reinvested) after fees with low index-relative risk across a broad range of market environments. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
Management fee | 0.05 % | 0 % |
Key Summary
IOZ | CORE | |
|---|---|---|
Issuer | iShares | Schroder |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0 % |
Price | $35.78 | $10.75 |
Size | $8.340 billion | N/A |
10Y return | 66.26 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 2.81 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 20/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 959 | 0 |
Median incremental investment | $998.84 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,898.18 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IOZ | CORE | |
|---|---|---|
Pros |
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Cons |
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IOZ | CORE |
|---|---|
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 |