FIRE vs IOZ - Compare ETFs side by side

At a glance

Comparing FIRE and IOZ. IOZ has the lower management fee at 0.05% a year, FIRE has the higher 1 year return at 15.3% a year, and IOZ offers the higher at 3.37%.

Lower fee

IOZ 0.05% p.a.

Higher 1 year return

FIRE 15.3% p.a.

Higher yield

IOZ 3.37%

Larger fund

IOZ $9.3bn

Side-by-side comparison

Metric	FIRE Firetrail Alpha Plus Fund - Complex ETF	IOZ iShares Core S&P/ASX 200 ETF
Snapshot
Provider	—	iShares
Tracks index	—	S&P/ASX 200 Index
Categories	AU, Active	AU, Large-Cap, Market-Cap
Listed since	—	2010 (16 yrs)
Fund size (AUM)	$16m	$9.3bn
Cost & income
Management fee	0.9%	0.05%
Dividend yield	3.34%	3.37%
Franking	70%	80%
Turnover	150%	3%
Tax drag	3.99%	0.36%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	15.3% net	5.9% net
3-year return	—	10.3% net
5-year return	—	7.9% net
10-year return	—	8.9% net
Risk
Volatility (3y)	—	10.7%
Volatility (5y)	—	12.4%
Volatility (10y)	—	13.3%
Sharpe ratio (3y)	—	0.59
Sharpe ratio (5y)	—	0.42
Sharpe ratio (10y)	—	0.55
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

FIRE Firetrail Alpha Plus Fund - Complex ETF

A 0.9% management fee is high and compounds against you over time.

Full FIRE analysis →

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

Frequently Asked Questions

What's the difference between FIRE vs IOZ?

FIRE and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 1 year, FIRE has delivered the higher total return (15.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - FIRE vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus FIRE 0.9%.

Which has performed higher - FIRE vs IOZ?

Over the past 1 year, FIRE has delivered the higher total return at 15.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IOZ pays the higher at 3.37%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.3bn). Larger funds are typically more liquid and trade on tighter spreads.

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.