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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, 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 Russell Investments Australian Semi-Government Bond ETF (RSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 985 | 0 |
Median incremental investment | $996.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,845.40 | $0 |
Average age group | > 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 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 (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) | Queensland Treasury Corporation 1.75% (8.77 %) South Australian Government Financing Authority 4.5% (8.74 %) Treasury Corporation of Victoria 1.5% (8.34 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
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 | $34.88 | $20.48 |
Size | $8.892 billion | $61.043 million |
10Y return | 55.78 % | -1.89 % |
Annual distribution yield (5Y) | 4.10 % | 2.24 % |
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 | 985 | 0 |
Median incremental investment | $996.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,845.40 | $0 |
Average age group | > 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 |