IOZ
S&P Aussie 200
🇦🇺 ASX
⛳️ DIVERSIFIED
🇦🇺 AUSTRALIA
💸 FINANCIALS
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 3.45%
Annual Growth
5 years average annual growth
💰
3.46%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
699
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
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.
IOZ ETF Overview
iShares Core S&P/ASX 200 ETF (IOZ: ASX) seeks to track the performance of the S&P/ASX 200 Accumulation Index. It is comprised of the 200 largest companies listed in the ASX across many industries – like finance, materials, and technology. This index covers almost 80% of the Australian stock market, so it can serve as a good measure of the overall market's performance. This makes it a popular choice among investors who want diversified exposure to the Australian markets.
About the S&P/ASX 200 Accumulation Index
ETFs aim to track the performance of an underlying index. For this ETF, it is the S&P/ASX 200 Accumulation Index. This index is similar to other S&P/ASX 200 Indices, with some key differences. Instead of simply tracking the performance with price changes, it also factors in dividend reinvesting. This feature has made it popular with long-term investors, as a large portion of long-term investors reinvest their dividends.
Frequently Asked Questions
Why choose iShares Core S&P/ASX 200 ETF (IOZ)?
Who is the IOZ ETF best suited for?
What risks are associated with IOZ?
What are the returns of the IOZ ETF?
What are alternative investments to IOZ?
📈 Performance
Price History
+38.91%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$67,165.13
after 5 years
$145,172.94
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
Updated as of 18 October 2024
Industry Exposure
🏦 Financials
33%
🧱 Materials
19%
🩺 Health
9%
🛍️ Consumer
7%
🏡 Real Estate
7%
🏭 Industrials
7%
📙 Other
7%
🔋 Energy
4%
📞 Communication
4%
🤖 Information
3%
⚡️ Utilities
1%
Country Exposure
🇦🇺 Australia
95%
🇺🇸 United States
3%
🇳🇿 New Zealand
2%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
3.46%
💰 Annual Distribution Earnings Per $1,000 invested**
$34.64
💰 Most Recent Distribution Franked Percentage Estimate
78.81%
💰 Average Distribution Franked Percentage Estimate
71.74 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of IOZ, your last distribution payment(s) would have been:
$ 189.28
on Tue Oct 22 2024
$ 57.35
on Thu Jul 11 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$1.14
26.27%
2023
$1.15
22.50%
2022
$1.74
24.79%
2021
$1.01
22.25%
2020
$0.65
21.99%
2019
$1.27
19.10%
2018
$1.00
24.63%
2017
$0.98
22.74%
2016
$1.36
22.98%
2015
$1.69
20.05%
💵 Costs
💼
0.05%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🍃 Environmental, Social and Governance scores ℹ️
🌳
Environmental Score
66
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
⚖️
Governance Score
68
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
🤓 Advanced information
Technical Info
💰 Price*
$32.56
💰 Price To Earnings Ratio
18.23
💰 Price To Book Ratio
2.30
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in IOZ
699
📊 Total Capital Earnings
$3M
🔃 Average investment frequency
41 weeks
💵 Average investment amount
$3,537
⏰ Last time a customer invested in IOZ
4 hours
IOZ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
17%
50k - 100k
38%
Less than 50k
35%
👶 Age of investors
18 - 25
11%
26 - 34
44%
35 - 90
45%
🙋 Legal gender of investors
Female
51%
Male
49%
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Compare IOZ and VAS ->
IVV
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🕊️
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An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.