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Compare ZYUS vs. IAF
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 546 |
Median incremental investment | $682.66 | $1,066.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,012.07 | $2,915.08 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | IAF | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Verizon Communications Inc (3.66 %) Altria Group Inc (3.29 %) Pfizer Inc (2.97 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | |
Management fee | 0.35 % | 0.15 % |
Key Summary
ZYUS | IAF | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | Bloomberg AusBond Composite 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.15 % |
Price | $14.10 | $100.81 |
Size | $73.179 million | $3.680 billion |
10Y return | 19.29 % | -5.70 % |
Annual distribution yield (5Y) | 4.55 % | 2.07 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 546 |
Median incremental investment | $682.66 | $1,066.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,012.07 | $2,915.08 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | IAF | |
|---|---|---|
Pros |
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Cons |
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ZYUS | IAF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |