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Compare IOZ vs. ULTB
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 iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 1 |
Median incremental investment | $997.82 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,826.09 | $73,023.66 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | ULTB | |
|---|---|---|
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. | N/A |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
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 % |
Key Summary
IOZ | ULTB | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P ASX 200 | |
Asset class | ETF | Stock |
Management fee | 0.05 % | 0 % |
Price | $34.89 | $89.82 |
Size | $8.456 billion | N/A |
10Y return | 61.38 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 3.38 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 1 |
Median incremental investment | $997.82 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,826.09 | $73,023.66 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | ULTB | |
|---|---|---|
Pros |
| |
Cons |
|
IOZ | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |