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Compare IJH 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 iShares S&P Mid-Cap ETF (IJH) 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
IJH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 970 |
Median incremental investment | $1,493.50 | $997.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,528.01 | $2,887.57 |
Average age group | > 35 | > 35 |
Key Summary
IJH | IOZ | |
|---|---|---|
Strategy | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities. | 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 | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.02 %) AUD CASH (0.02 %) | COMMONWEALTH BANK OF AUSTRALIA (11.23 %) BHP GROUP LTD (10.03 %) WESTPAC BANKING CORPORATION CORP (5.35 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (97.51 %) United Kingdom of Great Britain and Northern Ireland (0.83 %) Mexico (0.71 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.0007 % | 0.05 % |
Key Summary
IJH | IOZ | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P MidCap 400 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.0007 % | 0.05 % |
Price | $50.72 | $35.09 |
Size | $474.373 million | $8.578 billion |
10Y return | 164.17 % | 60.45 % |
Annual distribution yield (5Y) | 1.19 % | 4.10 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 970 |
Median incremental investment | $1,493.50 | $997.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,528.01 | $2,887.57 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | IOZ | |
|---|---|---|
Pros |
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Cons |
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IJH | IOZ |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |