Compare AU
Compare ITEK 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 iShares Future Tech Innovators ETF (ITEK) 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
ITEK | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 696 |
Median incremental investment | $2,500.00 | $1,007.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,572.50 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
ITEK | IOZ | |
|---|---|---|
Strategy | ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses | 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 | iShares Digitalisation ETF USD Acc (17.14 %) iShares Automation&Robotics ETF USD Dist (17.06 %) iShares Smart City Infra ETF USD Inc (16.66 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | United States (53.40 %) Japan (7.60 %) China (4.56 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.63 % | 0.05 % |
Key Summary
ITEK | IOZ | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.63 % | 0.05 % |
Price | $29.70 | $33.51 |
Size | $5.613 million | $6.311 billion |
10Y return | N/A | 48.21 % |
Annual distribution yield (5Y) | 0.08 % | 5.36 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ITEK | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 696 |
Median incremental investment | $2,500.00 | $1,007.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,572.50 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ITEK | IOZ | |
|---|---|---|
Pros |
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Cons |
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ITEK | 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 |