IOZ
iShares Core S&P/ASX 200 Etf
🇦🇺 ASX
NULL AUSTRALIA
NULL BETA
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
6.10%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
398
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
IOZ.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 4222.82m in AUM and 202 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.
Frequently Asked Questions
📈 Performance
Price History
+65.52%
1M
10Y
Graph
Table
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
AUSTRALIA AND NEW ZEALAND BANKING
3.23%
Updated as of 26 September 2022
Industry Exposure
🏦 Financials
27%
🧱 Materials
23%
🩺 Health
10%
🏭 Industrials
7%
📙 Other
7%
🛍️ Consumer
6%
🏡 Real Estate
6%
🔋 Energy
6%
📞 Communication
4%
🤖 Information
2%
⚡️ Utilities
1%
Country Exposure
🇦🇺 Australia
97%
🇳🇿 New Zealand
1%
🇮🇪 Ireland
1%
Other
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
6.10%
💰 Annual Distribution Earnings Per $1,000 invested**
$61.00
💰 Most Recent Distribution Franked Percentage Estimate
92.44%
💰 Average Distribution Franked Percentage Estimate
71.31 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.55
92.44%
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%
💵 Costs
💼
0.09%
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🤓 Advanced information
Technical Info
💰 Price*
$29.23
💰 Price To Earnings Ratio
12.89
💰 Price To Book Ratio
2.08
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in IOZ
398
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in IOZ
676 days
IOZ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
18%
50k - 100k
43%
Less than 50k
30%
👶 Age of investors
18 - 25
15%
26 - 34
46%
35 - 90
40%
🙋 Legal gender of investors
Female
55%
Male
45%
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IVV.AX was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large 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 large capitalisation US equities.
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📊 Share price