Compare AU

Compare IOZ vs. ZYUS

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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

ZYUS

Popularity

Low

Low

Pearlers invested

711

85

Median incremental investment

$1,006.55

$634.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$1,823.90

Average age group

26 - 35

26 - 35


Key Summary

IOZ

ZYUS

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.

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

Kinder Morgan Inc Class P (3.36 %)

Altria Group Inc (2.98 %)

Bristol-Myers Squibb Co (2.97 %)

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Energy (30.70 %)

Consumer Staples (20.00 %)

Communication Services (20.00 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Management fee

0.05 %

0.35 %


Key Summary

IOZ

ZYUS

Issuer

iShares

ETFS

Tracking index

S&P ASX 200

S&P 500 Low Volatility High Dividend Index

Asset class

ETF

ETF

Management fee

0.05 %

0.35 %

Price

$33.97

$15.86

Size

$6.698 billion

$75.596 million

10Y return

45.79 %

N/A

Annual distribution yield (5Y)

5.33 %

4.79 %

Market

ASX

ASX

First listed date

09/12/2010

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

IOZ

ZYUS

Popularity

Low

Low

Pearlers invested

711

85

Median incremental investment

$1,006.55

$634.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$1,823.90

Average age group

26 - 35

26 - 35


Pros and Cons

IOZ

ZYUS

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IOZ

ZYUS

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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