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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 922 |
Median incremental investment | $650.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,484.10 | $2,963.10 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | IOZ | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 269.68m in AUM and 78 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Ondas Holdings Inc (1.98 %) Fanuc Corp (1.95 %) Novanta Inc (1.85 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.82 % | 0.05 % |
Key Summary
ROBO | IOZ | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.05 % |
Price | $98.94 | $35.70 |
Size | $274.988 million | $7.929 billion |
10Y return | N/A | 76.21 % |
Annual distribution yield (5Y) | 3.76 % | 3.93 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 922 |
Median incremental investment | $650.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,484.10 | $2,963.10 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | IOZ | |
|---|---|---|
Pros |
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Cons |
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ROBO | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |