Compare AU
Compare IOZ vs. RSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IOZ and RSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 712 | 0 |
Median incremental investment | $1,005.91 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,508.42 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
IOZ | RSM | |
|---|---|---|
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. | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 61.74m in AUM and 11 holdings. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.37 %) BHP GROUP LTD (8.18 %) CSL LTD (5.36 %) | Russell Investments Australian Semi-Government Bond ETF (100 %) |
Top 3 industries | Financials (33.17 %) Materials (18.17 %) Health Care (8.64 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.05 % | 0.26 % |
Key Summary
IOZ | RSM | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | S&P ASX 200 | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.26 % |
Price | $33.89 | $20.35 |
Size | $6.698 billion | $61.695 million |
10Y return | 35.51 % | -2.63 % |
Annual distribution/ dividend yield (5Y) | 5.33 % | 1.42 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 712 | 0 |
Median incremental investment | $1,005.91 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,508.42 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
IOZ | RSM | |
|---|---|---|
Pros |
| |
Cons |
|
IOZ | RSM |
|---|---|
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 |