Compare AU
Compare IOZ vs. IHHY
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 iShares Global High Yield Bond (Aud Hedged) ETF (IHHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | IHHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 711 | 8 |
Median incremental investment | $1,006.61 | $2,013.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,483.44 | $8,577.21 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | IHHY | |
|---|---|---|
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. | IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars). |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.46 %) BHP GROUP LTD (8.26 %) CSL LTD (5.54 %) | ISH GLBL HY CP BD UCITS USD DIST (99.15 %) USD CASH (3.79 %) EUR/AUD (0.61 %) |
Top 3 industries | Financials (33.18 %) Materials (17.85 %) Health Care (8.77 %) | Other (93.76 %) Communication Services (0.00 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (100.00 %) |
Management fee | 0.05 % | 0.56 % |
Key Summary
IOZ | IHHY | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P ASX 200 | Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.56 % |
Price | $33.76 | $93.94 |
Size | $6.698 billion | $218.075 million |
10Y return | 44.89 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 4.93 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | IHHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 711 | 8 |
Median incremental investment | $1,006.61 | $2,013.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,483.44 | $8,577.21 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | IHHY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | IHHY |
|---|---|
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 |