Compare AU

Compare RINC vs. IOZ

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

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

Community Stats

RINC

IOZ

Popularity

Low

Low

Pearlers invested

1

691

Median incremental investment

$1,094.28

$1,007.16

Median investment frequency

Monthly

Monthly

Median total investment

$173.47

$2,331.04

Average age group

26 - 35

26 - 35


Key Summary

RINC

IOZ

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

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 Mrtn Currie Rl Inc Fund (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

0.85 %

0.05 %


Key Summary

RINC

IOZ

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.85 %

0.05 %

Price

$9.09

$34.17

Size

$54.769 million

$6.311 billion

10Y return

N/A

46.34 %

Annual dividend/โ€Šdistribution yield (5Y)

4.14 %

5.36 %

Market

ASX

ASX

First listed date

19/02/2018

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

RINC

IOZ

Popularity

Low

Low

Pearlers invested

1

691

Median incremental investment

$1,094.28

$1,007.16

Median investment frequency

Monthly

Monthly

Median total investment

$173.47

$2,331.04

Average age group

26 - 35

26 - 35


Pros and Cons

RINC

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

RINC

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

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