Compare AU
Compare MQDB 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, shares and ETFs are a popular choice. Two options in the ASX are MQDB and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQDB | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 700 |
Median incremental investment | $0 | $1,007.53 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,373.09 |
Average age group | N/A | 26 - 35 |
Key Summary
MQDB | IOZ | |
|---|---|---|
Strategy | MQDB.AX was created on 2002-09-30 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income | 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 | Macquarie Dynamic Bond Active ETF (Managed Fund) (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.614 % | 0.05 % |
Key Summary
MQDB | IOZ | |
|---|---|---|
Issuer | Macquarie | iShares |
Tracking index | Bloomberg Global Aggregate Index - AUD - Benchmark TR Net Hedged | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.614 % | 0.05 % |
Price | $10.67 | $33.41 |
Size | N/A | $6.218 billion |
10Y return | N/A | 40.32 % |
Annual dividend/ distribution yield (5Y) | 0.12 % | 5.36 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQDB | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 700 |
Median incremental investment | $0 | $1,007.53 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,373.09 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MQDB | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
MQDB | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |