Compare AU

Compare IOZ vs. VDHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Core S&P/ASX 200 ETF

ASX

Buy

Buy

Overview
Performance

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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

VDHG

Popularity

Low

Medium

Pearlers invested

688

8,469

Median incremental investment

$1,007.69

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,286.90

$2,674.23

Average age group

26 - 35

26 - 35


Key Summary

IOZ

VDHG

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 Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Top 3 industries

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Top 3 countries

Management fee

0.05 %

0.27 %


Key Summary

IOZ

VDHG

Issuer

iShares

Vanguard

Tracking index

S&P ASX 200

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

Asset class

ETF

ETF

Management fee

0.05 %

0.27 %

Price

$34.10

$69.02

Size

$6.311 billion

$1.321 million

10Y return

47.24 %

N/A

Annual distribution yield (5Y)

5.36 %

5.54 %

Market

ASX

ASX

First listed date

09/12/2010

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IOZ

VDHG

Popularity

Low

Medium

Pearlers invested

688

8,469

Median incremental investment

$1,007.69

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,286.90

$2,674.23

Average age group

26 - 35

26 - 35


Pros and Cons

IOZ

VDHG

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

IOZ

VDHG

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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