Compare AU
Compare USIG 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, shares and ETFs are a popular choice. Two options in the ASX are USIG and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 778 |
Median incremental investment | $663.53 | $1,004.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,132.40 | $2,539.80 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
USIG | IOZ | |
|---|---|---|
Strategy | N/A | 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 | Global X Usd Corporate Bond (Currency Hedged) ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.05 % |
Key Summary
USIG | IOZ | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P ASX 200 | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.05 % |
Price | $9.40 | $33.20 |
Size | N/A | $6.768 billion |
10Y return | N/A | 37.47 % |
Annual dividend/ distribution yield (5Y) | 1.79 % | 5.33 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 778 |
Median incremental investment | $663.53 | $1,004.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,132.40 | $2,539.80 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
USIG | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | IOZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |