Compare AU
Compare VBTC 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 VBTC and IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VBTC | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 696 |
Median incremental investment | $1,100.00 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,712.35 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
VBTC | IOZ | |
|---|---|---|
Strategy | VBTC.AX was created on 2024-06-18 by VanEck. The fund's investment portfolio concentrates primarily on long btc, short usd currency. The fund aims to provide a return that tracks the performance of the price of Bitcoin, before fees and other costs. | 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 | VanEck Bitcoin ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.59 % | 0.05 % |
Key Summary
VBTC | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MarketVector Bitcoin Benchmark Rate - USD - Benchmark TR Net | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.05 % |
Price | $31.91 | $33.62 |
Size | $139.946 million | $6.311 billion |
10Y return | N/A | 48.70 % |
Annual dividend/ distribution yield (5Y) | - % | 5.36 % |
Market | ASX | ASX |
First listed date | 19/06/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBTC | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 696 |
Median incremental investment | $1,100.00 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,712.35 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VBTC | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
VBTC | IOZ |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |