Compare AU
Compare RCB 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 RCB and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RCB | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 700 |
Median incremental investment | $739.83 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,265.76 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCB | IOZ | |
|---|---|---|
Strategy | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term | 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 | Russell Investments Australian Select Corporate Bond ETF (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 | 0.28 % | 0.05 % |
Key Summary
RCB | IOZ | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.05 % |
Price | $20.23 | $33.19 |
Size | $266.143 million | $6.218 billion |
10Y return | -1.94 % | 41.90 % |
Annual dividend/ distribution yield (5Y) | 2.22 % | 5.36 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCB | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 700 |
Median incremental investment | $739.83 | $1,007.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,265.76 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCB | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
RCB | 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 |