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Compare IOZ vs. ROBO
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 Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 550 |
Median incremental investment | $998.70 | $650.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,884.76 | $1,359.15 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | ROBO | |
|---|---|---|
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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | IPG Photonics Corp (2.29 %) Fuji Corp (2.28 %) Teradyne Inc (2.10 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) |
Management fee | 0.05 % | 0.82 % |
Key Summary
IOZ | ROBO | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P ASX 200 | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.82 % |
Price | $35.18 | $90.61 |
Size | $8.340 billion | $269.159 million |
10Y return | 61.23 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 3.76 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 550 |
Median incremental investment | $998.70 | $650.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,884.76 | $1,359.15 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | ROBO | |
|---|---|---|
Pros |
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Cons |
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IOZ | ROBO |
|---|---|
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 |