Compare AU

Compare OOO vs. IOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Crude Oil Index Currncy Hdg Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are OOO and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OOO

IOZ

Popularity

Low

Low

Pearlers invested

43

710

Median incremental investment

$5,000.00

$1,007.51

Median investment frequency

Monthly

Monthly

Median total investment

$1,478.40

$2,472.34

Average age group

> 35

26 - 35


Key Summary

OOO

IOZ

Strategy

OOO.AX was created on 2011-11-11 by BetaShares. The fund's investment portfolio concentrates primarily on crude oil commodities. OOO.AX aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate

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

BetaShares Crude Oil Index Currncy Hdg Complex ETF (100 %)

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Management fee

0.69 %

0.05 %


Key Summary

OOO

IOZ

Issuer

BetaShares

iShares

Tracking index

S&P GSCI Crude Oil Hedged to AUD Index - AUD

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.69 %

0.05 %

Price

$6.08

$33.56

Size

$113.010 million

$6.698 billion

10Y return

-75.97 %

46.61 %

Annual dividend/โ€Šdistribution yield (5Y)

11.54 %

5.33 %

Market

ASX

ASX

First listed date

16/11/2011

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

OOO

IOZ

Popularity

Low

Low

Pearlers invested

43

710

Median incremental investment

$5,000.00

$1,007.51

Median investment frequency

Monthly

Monthly

Median total investment

$1,478.40

$2,472.34

Average age group

> 35

26 - 35


Pros and Cons

OOO

IOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OOO

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

Home