Compare AU
Compare IPAY vs. IOZ
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 BetaShares Future of Payments ETF (IPAY) and the S&P Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IPAY | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 698 |
Median incremental investment | $516.50 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,419.00 | $2,345.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
IPAY | IOZ | |
|---|---|---|
Strategy | IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a | 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. |
Top 3 holdings | FISERV INC (6.13 %) AMERICAN EXPRESS CO (6.09 %) MASTERCARD INC (5.72 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (80.85 %) Other (15.00 %) Information Technology (4.15 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | United States (82.97 %) Netherlands (4.72 %) United Kingdom of Great Britain and Northern Ireland (3.47 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.67 % | 0.05 % |
Key Summary
IPAY | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.05 % |
Price | $14.19 | $33.51 |
Size | $3.100 million | $6.371 billion |
10Y return | N/A | 48.21 % |
Annual distribution yield (5Y) | - % | 5.36 % |
Market | ASX | ASX |
First listed date | 14/12/2021 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IPAY | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 698 |
Median incremental investment | $516.50 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,419.00 | $2,345.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IPAY | IOZ | |
|---|---|---|
Pros |
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Cons |
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IPAY | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |