Compare AU
Compare IOZ vs. VGS
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 MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 695 | 11,919 |
Median incremental investment | $1,007.67 | $1,075.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $3,926.72 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOZ | VGS | |
|---|---|---|
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 MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.05 % | 0.18 % |
Key Summary
IOZ | VGS | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P ASX 200 | MSCI WorldexAustralia Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.18 % |
Price | $33.65 | $140.18 |
Size | $6.311 billion | N/A |
10Y return | 48.24 % | 168.54 % |
Annual distribution yield (5Y) | 5.36 % | 2.37 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 695 | 11,919 |
Median incremental investment | $1,007.67 | $1,075.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $3,926.72 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | VGS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | VGS |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |