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Compare IOZ vs. ZYAU
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 Global X S&P/ASX 200 High Dividend ETF (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 103 |
Median incremental investment | $998.99 | $708.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,868.53 | $1,813.27 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | ZYAU | |
|---|---|---|
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. | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 93.52m in AUM and 51 holdings. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | BHP Group Ltd (10.90 %) National Australia Bank Ltd (10.90 %) Westpac Banking Corp (10.26 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (48.63 %) Materials (21.07 %) Other (11.25 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (98.22 %) United Kingdom of Great Britain and Northern Ireland (1.16 %) New Zealand (0.62 %) |
Management fee | 0.05 % | 0.24 % |
Key Summary
IOZ | ZYAU | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P ASX 200 | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.24 % |
Price | $35.18 | $10.13 |
Size | $8.340 billion | $91.300 million |
10Y return | 61.67 % | 6.07 % |
Annual distribution yield (5Y) | 4.03 % | 5.42 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 103 |
Median incremental investment | $998.99 | $708.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,868.53 | $1,813.27 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | ZYAU | |
|---|---|---|
Pros |
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Cons |
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IOZ | ZYAU |
|---|---|
Lower exposure to AU market | Higher 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 |