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Compare IOZ vs. NDIA
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 Global X India Nifty 50 ETF (NDIA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | NDIA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 367 |
Median incremental investment | $998.84 | $952.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.18 | $2,202.18 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | NDIA | |
|---|---|---|
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. | The Global X India Nifty 50 ETF (NDIA) seeks to track the performance of the NSE Nifty50 Index before considering fees, expenses and taxes. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | HDFC Bank Ltd (11.77 %) ICICI Bank Ltd (8.59 %) Reliance Industries Ltd (8.13 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (50.58 %) Energy (14.90 %) Information Technology (13.29 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | India (100.00 %) |
Management fee | 0.05 % | 0.69 % |
Key Summary
IOZ | NDIA | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | S&P ASX 200 | Nifty 50 Index - INR - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.69 % |
Price | $35.78 | $64.77 |
Size | $8.340 billion | $184.858 million |
10Y return | 66.26 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 2.03 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 21/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | NDIA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 367 |
Median incremental investment | $998.84 | $952.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.18 | $2,202.18 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | NDIA | |
|---|---|---|
Pros |
| |
Cons |
|
IOZ | NDIA |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |