Compare AU

Compare PMGOLD vs. IOZ

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

Gold

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 PMGOLD and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PMGOLD

IOZ

Popularity

Low

Low

Pearlers invested

424

673

Median incremental investment

$821.14

$1,008.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,897.39

$2,295.63

Average age group

> 35

26 - 35


Key Summary

PMGOLD

IOZ

Strategy

PMGOLD.AX was created on 2003-05-09 by Perth Mint. The fund's investment portfolio concentrates primarily on gold commodities. PMGOLD.AX is designed to track the international price of gold in Australian dollars and offers investors a simple, low cost way to access the returns on gold.

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

Gold (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

0.15 %

0.05 %


Key Summary

PMGOLD

IOZ

Issuer

Perth Mint

iShares

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.15 %

0.05 %

Price

$39.75

$33.26

Size

N/A

$6.205 billion

10Y return

198.20 %

40.28 %

Annual dividend/ distribution yield (5Y)

- %

5.36 %

Market

ASX

ASX

First listed date

29/12/2010

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

PMGOLD

IOZ

Popularity

Low

Low

Pearlers invested

424

673

Median incremental investment

$821.14

$1,008.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,897.39

$2,295.63

Average age group

> 35

26 - 35


Pros and Cons

PMGOLD

IOZ

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

PMGOLD

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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