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Compare IOZ vs. DIFF
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 Perpetual Diversified Income Active ETF (DIFF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | DIFF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 958 | 0 |
Median incremental investment | $998.99 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,868.53 | $0 |
Average age group | > 35 | N/A |
Key Summary
IOZ | DIFF | |
|---|---|---|
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. | DIFF.AX was created on 2025-08-07 by Perpetual. The fund's investment portfolio concentrates primarily on investment grade fixed income. Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Santos Finance Ltd. 6.88% (1.88 %) Liberty Series 2025-2 4.7% (1.85 %) Worley Financial Services Pty Ltd. 5.87% (1.84 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
Management fee | 0.05 % | 0 % |
Key Summary
IOZ | DIFF | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0 % |
Price | $34.77 | $10.12 |
Size | $8.340 billion | N/A |
10Y return | 59.79 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 1.49 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 06/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | DIFF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 958 | 0 |
Median incremental investment | $998.99 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,868.53 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IOZ | DIFF | |
|---|---|---|
Pros |
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Cons |
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IOZ | DIFF |
|---|---|
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 |