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Compare RIIF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Resolution Gbl Listed Infra Fund - Active ETF (RIIF) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RIIF | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 987 |
Median incremental investment | $675.00 | $995.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,184.37 | $2,892.96 |
Average age group | > 35 | > 35 |
Key Summary
RIIF | IOZ | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 | H2O America (8.34 %) Entergy Corp (6.99 %) SSE PLC (6.87 %) | COMMONWEALTH BANK OF AUSTRALIA (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) |
Top 3 industries | Utilities (77.98 %) Energy (12.00 %) Other (10.02 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (14.39 %) Italy (6.84 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0 % | 0.05 % |
Key Summary
RIIF | IOZ | |
|---|---|---|
Issuer | Resolution Capital | iShares |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0 % | 0.05 % |
Price | $1.295 | $35.25 |
Size | N/A | $8.982 billion |
10Y return | N/A | 58.71 % |
Annual distribution yield (5Y) | 4.30 % | 4.15 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 987 |
Median incremental investment | $675.00 | $995.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,184.37 | $2,892.96 |
Average age group | > 35 | > 35 |
Pros and Cons
RIIF | IOZ | |
|---|---|---|
Pros |
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Cons |
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RIIF | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |