Compare AU

Compare IOZ vs. QUS

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 Betashares S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

QUS

Popularity

Low

Low

Pearlers invested

717

71

Median incremental investment

$1,005.88

$1,025.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,568.00

$4,175.71

Average age group

26 - 35

> 35


Key Summary

IOZ

QUS

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.

QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.37 %)

BHP GROUP LTD (8.18 %)

CSL LTD (5.36 %)

PALANTIR TECHNOLOGIES INC (0.31 %)

TAPESTRY INC (0.27 %)

CONSTELLATION ENERGY CORP (0.27 %)

Top 3 industries

Financials (33.17 %)

Materials (18.17 %)

Health Care (8.64 %)

Industrials (15.46 %)

Financials (14.55 %)

Information Technology (13.49 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (98.60 %)

Switzerland (0.39 %)

United Kingdom of Great Britain and Northern Ireland (0.39 %)

Management fee

0.05 %

0.29 %


Key Summary

IOZ

QUS

Issuer

iShares

BetaShares

Tracking index

S&P ASX 200

S&P 500 Equal Weighted

Asset class

ETF

ETF

Management fee

0.05 %

0.29 %

Price

$34.22

$53.86

Size

$6.698 billion

$774.802 million

10Y return

37.15 %

100.37 %

Annual distribution yield (5Y)

5.33 %

4.92 %

Market

ASX

ASX

First listed date

09/12/2010

19/12/2014

Purchase fee

$6.50

$6.50


Community Stats

IOZ

QUS

Popularity

Low

Low

Pearlers invested

717

71

Median incremental investment

$1,005.88

$1,025.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,568.00

$4,175.71

Average age group

26 - 35

> 35


Pros and Cons

IOZ

QUS

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

IOZ

QUS

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

Higher distribution yield

Lower distribution yield

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