Compare AU
Compare SLF 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 SPDR S&P/ASX 200 Listed Property Fund (SLF) 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
SLF | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 700 |
Median incremental investment | $4,004.50 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,906.30 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Key Summary
SLF | IOZ | |
|---|---|---|
Strategy | SLF.AX was created on 2002-02-15 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 561.84m in AUM and 22 holdings. The Investment Manager uses a passive investment strategy, investing in a portfolio of securities designed to reflect the characteristics of each Funds Index..The S&P/ASX 200 A-REIT Index is a sub-index of the S&P/ASX 200 Index and provides exposure to Australian Real Estate Investment Trusts | 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 | Goodman Group (42.81 %) Scentre Group (11.09 %) Stockland Corp Ltd (7.24 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Real Estate (100.00 %) Other (2.07 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | Australia (100.00 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.16 % | 0.05 % |
Key Summary
SLF | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 200 A-REIT Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.16 % | 0.05 % |
Price | $13.47 | $33.19 |
Size | $523.466 million | $6.218 billion |
10Y return | 20.05 % | 41.90 % |
Annual distribution yield (5Y) | 6.76 % | 5.36 % |
Market | ASX | ASX |
First listed date | 18/02/2002 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SLF | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 700 |
Median incremental investment | $4,004.50 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,906.30 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SLF | IOZ | |
|---|---|---|
Pros |
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Cons |
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SLF | IOZ |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |