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Compare AU
Compare IOZ vs. VVLU
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 Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | VVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,005 | 132 |
Median incremental investment | $993.66 | $1,739.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,887.22 | $8,332.50 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | VVLU | |
|---|---|---|
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. | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (69.11 %) Japan (6.63 %) United Kingdom of Great Britain and Northern Ireland (4.29 %) |
Management fee | 0.05 % | 0.28 % |
Key Summary
IOZ | VVLU | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.28 % |
Price | $35.21 | $82.50 |
Size | $9.612 billion | N/A |
10Y return | 59.47 % | N/A |
Annual distribution yield (5Y) | 4.12 % | 5.78 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | VVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,005 | 132 |
Median incremental investment | $993.66 | $1,739.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,887.22 | $8,332.50 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | VVLU | |
|---|---|---|
Pros |
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Cons |
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IOZ | VVLU |
|---|---|
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 |