Compare AU
Compare ZYUS vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | IISV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 10 |
Median incremental investment | $650.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,835.12 | $5,857.98 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | IISV | |
---|---|---|
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 | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Altria Group Inc (3.05 %) Crown Castle Inc (3.00 %) LyondellBasell Industries NV Class A (2.97 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Real Estate (38.79 %) Materials (29.19 %) Energy (20.31 %) | Financials (39.80 %) Other (24.53 %) Information Technology (12.36 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.35 % | 0.97 % |
Key Summary
ZYUS | IISV | |
---|---|---|
Issuer | ETFS | Intelligent Investor |
Tracking index | S&P 500 Low Volatility High Dividend Index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.97 % |
Price | $15.84 | $3.56 |
Size | $75.596 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.79 % | 0.07 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | IISV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 10 |
Median incremental investment | $650.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,835.12 | $5,857.98 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | IISV | |
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Pros |
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Cons |
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ZYUS | IISV |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |