Compare AU
Compare IOZ vs. VAS
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 S&P Aussie 200 (IOZ) and the Vanguard Australian Shares Index ETF (VAS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 699 | 18,558 |
Median incremental investment | $1,007.50 | $1,003.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,279.20 | $2,809.24 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOZ | VAS | |
|---|---|---|
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. | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (94.56 %) United States (3.02 %) New Zealand (1.65 %) |
Management fee | 0.05 % | 0.07 % |
Key Summary
IOZ | VAS | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P ASX 200 | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.07 % |
Price | $32.82 | $101.10 |
Size | $6.218 billion | N/A |
10Y return | 40.02 % | 47.14 % |
Annual distribution yield (5Y) | 5.36 % | 5.52 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 699 | 18,558 |
Median incremental investment | $1,007.50 | $1,003.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,279.20 | $2,809.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | VAS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | VAS |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |