Compare AU

Compare IOZ vs. HJPN

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 BetaShares Japan Currency Hedged ETF (HJPN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

HJPN

Popularity

Low

Low

Pearlers invested

708

56

Median incremental investment

$1,007.50

$960.82

Median investment frequency

Monthly

Monthly

Median total investment

$2,399.76

$1,648.20

Average age group

26 - 35

> 35


Key Summary

IOZ

HJPN

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.

HJPN.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the BetaShares Japan ETF - Currency Hedged is to provide an investment return that aims to track the performance of the S&P Japan Exporters Hedged AUD Index (the Index), before taking into account fees and expenses.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

TOYOTA MOTOR CORP (8.15 %)

MITSUBISHI UFJ FINANCIAL GROUP (4.79 %)

SONY GROUP CORP (4.42 %)

Top 3 industries

Financials (33.34 %)

Materials (17.72 %)

Health Care (8.77 %)

Other (64.84 %)

Consumer Discretionary (8.89 %)

Industrials (7.67 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Japan (100.00 %)

Management fee

0.05 %

0.56 %


Key Summary

IOZ

HJPN

Issuer

iShares

BetaShares

Tracking index

S&P ASX 200

S&P Japan Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.56 %

Price

$32.92

$19.62

Size

$6.735 billion

$151.966 million

10Y return

42.82 %

N/A

Annual distribution yield (5Y)

5.36 %

5.08 %

Market

ASX

ASX

First listed date

09/12/2010

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

IOZ

HJPN

Popularity

Low

Low

Pearlers invested

708

56

Median incremental investment

$1,007.50

$960.82

Median investment frequency

Monthly

Monthly

Median total investment

$2,399.76

$1,648.20

Average age group

26 - 35

> 35


Pros and Cons

IOZ

HJPN

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IOZ

HJPN

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower 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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