Compare AU

Compare IOZ vs. HLTH

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 VanEck Global Healthcare Leaders ETF (HLTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

HLTH

Popularity

Low

Low

Pearlers invested

711

59

Median incremental investment

$1,006.61

$541.05

Median investment frequency

Monthly

Monthly

Median total investment

$2,483.44

$1,588.48

Average age group

26 - 35

> 35


Key Summary

IOZ

HLTH

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.

HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

Exelixis Inc (3.07 %)

Waters Corp (2.66 %)

Intuitive Surgical Inc (2.58 %)

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Health Care (100.00 %)

Other (9.88 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (68.78 %)

Japan (13.50 %)

Denmark (7.34 %)

Management fee

0.05 %

0.45 %


Key Summary

IOZ

HLTH

Issuer

iShares

VanEck

Tracking index

S&P ASX 200

MarketGrader Developed Markets ex-Australia Health Care Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.45 %

Price

$33.69

$11.68

Size

$6.698 billion

$51.163 million

10Y return

45.40 %

N/A

Annual distribution yield (5Y)

5.33 %

0.58 %

Market

ASX

ASX

First listed date

09/12/2010

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

IOZ

HLTH

Popularity

Low

Low

Pearlers invested

711

59

Median incremental investment

$1,006.61

$541.05

Median investment frequency

Monthly

Monthly

Median total investment

$2,483.44

$1,588.48

Average age group

26 - 35

> 35


Pros and Cons

IOZ

HLTH

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IOZ

HLTH

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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