Compare AU
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 | 532 | 708 |
Median incremental investment | $640.45 | $1,007.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,157.83 | $2,370.24 |
Average age group | > 35 | 26 - 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 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 | Harmonic Drive Systems Inc (2.56 %) Hiwin Technologies Corp (2.07 %) Fanuc Corp (1.85 %) | COMMONWEALTH BANK OF AUSTRALIA (10.46 %) BHP GROUP LTD (8.26 %) CSL LTD (5.54 %) |
Top 3 industries | Industrials (52.79 %) Information Technology (28.01 %) Health Care (19.20 %) | Financials (33.34 %) Materials (17.72 %) Health Care (8.77 %) |
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 | $79.85 | $32.92 |
Size | $241.067 million | $6.735 billion |
10Y return | N/A | 42.82 % |
Annual distribution yield (5Y) | 3.87 % | 5.50 % |
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 | 532 | 708 |
Median incremental investment | $640.45 | $1,007.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,157.83 | $2,370.24 |
Average age group | > 35 | 26 - 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |