Compare AU

Compare IOZ vs. IFRA

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 FTSE Global Infrastructure (50/50 hedged) (IFRA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

IFRA

Popularity

Low

Low

Pearlers invested

719

124

Median incremental investment

$1,005.84

$999.60

Median investment frequency

Monthly

Monthly

Median total investment

$2,566.50

$4,253.20

Average age group

26 - 35

> 35


Key Summary

IOZ

IFRA

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.

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.37 %)

BHP GROUP LTD (8.18 %)

CSL LTD (5.36 %)

Transurban Group (4.68 %)

Aena SME SA (4.54 %)

NextEra Energy Inc (4.46 %)

Top 3 industries

Financials (33.17 %)

Materials (18.17 %)

Health Care (8.64 %)

Industrials (45.73 %)

Utilities (37.57 %)

Energy (8.84 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

0.05 %

0.52 %


Key Summary

IOZ

IFRA

Issuer

iShares

VanEck

Tracking index

S&P ASX 200

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

0.05 %

0.52 %

Price

$34.22

$21.70

Size

$6.698 billion

$1.221 billion

10Y return

37.15 %

N/A

Annual distribution yield (5Y)

5.33 %

3.32 %

Market

ASX

ASX

First listed date

09/12/2010

03/05/2016

Purchase fee

$6.50

$6.50


Community Stats

IOZ

IFRA

Popularity

Low

Low

Pearlers invested

719

124

Median incremental investment

$1,005.84

$999.60

Median investment frequency

Monthly

Monthly

Median total investment

$2,566.50

$4,253.20

Average age group

26 - 35

> 35


Pros and Cons

IOZ

IFRA

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

IFRA

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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