Compare AU

Compare SPY vs. IOZ

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

SPDR S&P 500 ETF Trust

ASX

Buy

Buy

Overview
Performance

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 500 ETF Trust (SPY) 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

SPY

IOZ

Popularity

Low

Low

Pearlers invested

202

661

Median incremental investment

$1,192.00

$1,008.21

Median investment frequency

Monthly

Monthly

Median total investment

$2,600.94

$2,218.84

Average age group

26 - 35

26 - 35


Key Summary

SPY

IOZ

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 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

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

Top 3 industries

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Top 3 countries

United States (100.00 %)

Australia (97.04 %)

New Zealand (1.55 %)

Ireland (0.93 %)

Management fee

0.0945 %

0.05 %


Key Summary

SPY

IOZ

Issuer

SPDR

iShares

Tracking index

S&P 500

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.0945 %

0.05 %

Price

$866.46

$32.84

Size

$908.914 billion

$6.205 billion

10Y return

274.20 %

38.16 %

Annual distribution yield (5Y)

1.38 %

5.26 %

Market

ASX

ASX

First listed date

13/10/2014

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

SPY

IOZ

Popularity

Low

Low

Pearlers invested

202

661

Median incremental investment

$1,192.00

$1,008.21

Median investment frequency

Monthly

Monthly

Median total investment

$2,600.94

$2,218.84

Average age group

26 - 35

26 - 35


Pros and Cons

SPY

IOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

SPY

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

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