Compare AU
Compare VISM 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 Vanguard MSCI International Small Companies Index ETF (VISM) 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
VISM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 776 |
Median incremental investment | $1,211.45 | $1,004.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,448.42 | $2,438.84 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VISM | IOZ | |
|---|---|---|
Strategy | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. | 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 | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.32 % | 0.05 % |
Key Summary
VISM | IOZ | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | MSCI World ex AU Small Cap | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.05 % |
Price | $63.44 | $32.37 |
Size | N/A | $6.643 billion |
10Y return | N/A | 26.00 % |
Annual distribution yield (5Y) | 4.21 % | 5.33 % |
Market | ASX | ASX |
First listed date | 13/11/2018 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VISM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 776 |
Median incremental investment | $1,211.45 | $1,004.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,448.42 | $2,438.84 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VISM | IOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VISM | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |