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Compare IZZ vs. VEFI
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 China Large-Cap ETF (IZZ) and the Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IZZ | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 14 |
Median incremental investment | $1,993.50 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,257.25 | $5,976.60 |
Average age group | > 35 | > 35 |
Key Summary
IZZ | VEFI | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | ALIBABA GROUP HOLDING LTD (8.50 %) TENCENT HOLDINGS LTD (8.27 %) CHINA CONSTRUCTION BANK CORP H (7.96 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (59.03 %) Consumer Discretionary (16.54 %) Communication Services (12.68 %) | Financials (0.00 %) |
Top 3 countries | China (91.42 %) Hong Kong (6.92 %) United States (1.66 %) | |
Management fee | 0.74 % | 0.26 % |
Key Summary
IZZ | VEFI | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | FTSE China 50 Net Tax USD Index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.74 % | 0.26 % |
Price | $51.79 | $42.67 |
Size | $480.798 million | $4.247 million |
10Y return | 16.46 % | N/A |
Annual distribution yield (5Y) | 2.26 % | 3.28 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 14 |
Median incremental investment | $1,993.50 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,257.25 | $5,976.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IZZ | VEFI | |
|---|---|---|
Pros |
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Cons |
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IZZ | VEFI |
|---|---|
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 |