Compare AU
Compare IVV 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 S&P US 500 (IVV) 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
IVV | IOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 695 |
Median incremental investment | $1,000.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.52 | $2,359.70 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | IOZ | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | 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 (99.92 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.04 % | 0.05 % |
Key Summary
IVV | IOZ | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.05 % |
Price | $63.24 | $33.71 |
Size | $10.019 billion | $6.311 billion |
10Y return | 283.24 % | 48.50 % |
Annual distribution yield (5Y) | 13.82 % | 5.36 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 695 |
Median incremental investment | $1,000.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.52 | $2,359.70 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | IOZ | |
|---|---|---|
Pros |
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Cons |
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IVV | IOZ |
|---|---|
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 |