Compare AU

Compare IOZ vs. IJH

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 iShares S&P Mid-Cap ETF (IJH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

IJH

Popularity

Low

Low

Pearlers invested

708

35

Median incremental investment

$1,007.53

$1,043.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,444.22

$3,527.28

Average age group

26 - 35

> 35


Key Summary

IOZ

IJH

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.

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

USD CASH (0.03 %)

AUD CASH (0.01 %)

Top 3 industries

Financials (33.34 %)

Materials (17.72 %)

Health Care (8.77 %)

Other (99.67 %)

Communication Services (0.00 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

Management fee

0.05 %

0.07 %


Key Summary

IOZ

IJH

Issuer

iShares

iShares

Tracking index

S&P ASX 200

S&P MidCap 400 Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.07 %

Price

$33.49

$51.57

Size

$6.735 billion

$468.003 million

10Y return

47.14 %

203.35 %

Annual distribution yield (5Y)

5.50 %

7.60 %

Market

ASX

ASX

First listed date

09/12/2010

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

IOZ

IJH

Popularity

Low

Low

Pearlers invested

708

35

Median incremental investment

$1,007.53

$1,043.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,444.22

$3,527.28

Average age group

26 - 35

> 35


Pros and Cons

IOZ

IJH

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

IOZ

IJH

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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