The iShares Core S&P/ASX 200 ETF IOZ continues to be a solid option to generate competitive long-term returns, providing investors with passive exposure to the broad Australian market. The strategy aims to fully replicate the S&P/ASX 200 Index, which is a popular barometer for measuring the Australian equity market and represents the investment opportunity set quite well. As the world’s leading index fund provider, iShares exhibits strong execution capabilities supported by sophisticated proprietary systems, experienced personnel, and ample resources distributed across locations around the globe.
iShares Core S&P/ASX 200 ETF IOZ
Morningstar’s Analysis IOZ
Will IOZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Commonwealth Bank of Australia | 9.70 | 589.0 Mil | Financial Services |
BHP Group Ltd | 8.22 | 499.1 Mil | Basic Materials |
CSL Ltd | 5.70 | 346.4 Mil | Healthcare |
National Australia Bank Ltd | 4.98 | 302.6 Mil | Financial Services |
Westpac Banking Corp | 4.73 | 287.4 Mil | Financial Services |
ANZ Group Holdings Ltd | 3.87 | 235.1 Mil | Financial Services |
Macquarie Group Ltd | 3.34 | 202.7 Mil | Financial Services |
Wesfarmers Ltd | 3.24 | 196.5 Mil | Consumer Cyclical |
Goodman Group | 2.54 | 154.3 Mil | Real Estate |
Woodside Energy Group Ltd | 1.93 | 117.4 Mil | Energy |
United States