Compare AU
Compare IOZ vs. SLF
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 SPDR S&P/ASX 200 Listed Property Fund (SLF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | SLF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 19 |
Median incremental investment | $1,005.91 | $4,004.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,508.42 | $3,845.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | SLF | |
|---|---|---|
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. | SLF.AX was created on 2002-02-15 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The Investment Manager uses a passive investment strategy, investing in a portfolio of securities designed to reflect the characteristics of each Funds Index..The S&P/ASX 200 A-REIT Index is a sub-index of the S&P/ASX 200 Index and provides exposure to Australian Real Estate Investment Trusts |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.37 %) BHP GROUP LTD (8.18 %) CSL LTD (5.36 %) | Goodman Group (42.62 %) Scentre Group (11.40 %) Stockland Corp Ltd (7.11 %) |
Top 3 industries | Financials (33.17 %) Materials (18.17 %) Health Care (8.64 %) | Real Estate (100.00 %) Other (2.07 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (100.00 %) |
Management fee | 0.05 % | 0.16 % |
Key Summary
IOZ | SLF | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | S&P/ASX 200 A-REIT Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.16 % |
Price | $33.84 | $13.51 |
Size | $6.698 billion | $548.170 million |
10Y return | 35.31 % | 9.39 % |
Annual distribution yield (5Y) | 5.33 % | 6.85 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 18/02/2002 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | SLF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 19 |
Median incremental investment | $1,005.91 | $4,004.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,508.42 | $3,845.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | SLF | |
|---|---|---|
Pros |
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Cons |
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IOZ | SLF |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |