IESG vs IOZ - Compare ETFs side by side

At a glance

Comparing IESG and IOZ. IOZ has the lower management fee at 0.05% a year, IOZ has the higher 5 years return at 7.6% a year, and IOZ offers the higher at 3.4%.

Lower fee

IOZ 0.05% p.a.

Higher 5 years return

IOZ 7.6% p.a.

Higher yield

IOZ 3.4%

Higher risk-adjusted

IOZ Sharpe 0.38 (5y)

Lower volatility

IOZ 12.4% (5y)

Larger fund

IOZ $9.6bn

Side-by-side comparison

Metric	IESG iShares Core MSCI Australia ESG ETF	IOZ iShares Core S&P/ASX 200 ETF
Snapshot
Provider	iShares	iShares
Tracks index	MSCI Australia IMI Custom ESG Select Index	S&P/ASX 200 Index
Categories	AU, ESG	AU, Large-Cap, Market-Cap
Listed since	2020 (6 yrs)	2010 (16 yrs)
Fund size (AUM)	$607m	$9.6bn
Cost & income
Management fee	0.09%	0.05%
Dividend yield	2.55%	3.4%
Franking	75%	80%
Turnover	15%	3%
Tax drag	0.62%	0.37%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	-3.2% net	2.6% net
3-year return	10% net	11.3% net
5-year return	6.3% net	7.6% net
10-year return	—	8.9% net
Risk
Volatility (3y)	12.1%	10.7%
Volatility (5y)	14.2%	12.4%
Volatility (10y)	—	13.4%
Sharpe ratio (3y)	0.51	0.68
Sharpe ratio (5y)	0.26	0.38
Sharpe ratio (10y)	—	0.54
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

IESG iShares Core MSCI Australia ESG ETF

Low-cost: a 0.09% management fee keeps more of the return in your pocket.

Has lagged most peers over 1 year (263rd of 318).

Full IESG 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 IESG vs IOZ?

IESG and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 5 years, IOZ has delivered the higher total return (7.6% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IESG vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus IESG 0.09%.

Which has performed higher - IESG vs IOZ?

Over the past 5 years, IOZ has delivered the higher total return at 7.6% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IOZ pays the higher at 3.4%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.6bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IESG vs FAIR IESG vs GRNV IESG vs ETHI IESG vs RARI IESG vs VETH IESG vs E200 IOZ vs STW IOZ vs VAS

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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.