Compare AU
Compare IOZ vs. VDHG
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 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 | 700 | 8,575 |
Median incremental investment | $1,007.53 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,373.09 | $2,764.00 |
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 | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) |
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 | $33.19 | $69.10 |
Size | $6.218 billion | $1.321 million |
10Y return | 41.90 % | 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 | 700 | 8,575 |
Median incremental investment | $1,007.53 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,373.09 | $2,764.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | VDHG | |
|---|---|---|
Pros |
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Cons |
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IOZ | VDHG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |