IHD vs IOZ - Compare ETFs side by side

At a glance

Comparing IHD and IOZ. IOZ has the lower management fee at 0.05% a year, IOZ has the higher 10 years return at 8.9% a year, and IHD offers the higher at 3.95%.

Lower fee

IOZ 0.05% p.a.

Higher 10 years return

IOZ 8.9% p.a.

Higher yield

IHD 3.95%

Higher risk-adjusted

IOZ Sharpe 0.55 (10y)

Lower volatility

IOZ 13.3% (10y)

Larger fund

IOZ $9.3bn

Side-by-side comparison

Metric	IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF	IOZ iShares Core S&P/ASX 200 ETF
Snapshot
Provider	iShares	iShares
Tracks index	S&P/ASX Dividend Opportunities ESG Screened Index	S&P/ASX 200 Index
Categories	AU, Dividend, ESG	AU, Large-Cap, Market-Cap
Listed since	2010 (16 yrs)	2010 (16 yrs)
Fund size (AUM)	$408m	$9.3bn
Cost & income
Management fee	0.22%	0.05%
Dividend yield	3.95%	3.37%
Franking	80%	80%
Turnover	35%	3%
Tax drag	1.18%	0.36%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	19.4% net	5.9% net
3-year return	14.8% net	10.3% net
5-year return	9.5% net	7.9% net
10-year return	8.2% net	8.9% net
Risk
Volatility (3y)	10.2%	10.7%
Volatility (5y)	12.4%	12.4%
Volatility (10y)	13.6%	13.3%
Sharpe ratio (3y)	1.01	0.59
Sharpe ratio (5y)	0.54	0.42
Sharpe ratio (10y)	0.49	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

IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF

Top-17% returns over 1 year (51st of 308 ETFs we track).
Low-cost: a 0.22% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IOZ, VAS, and SYI.

Full IHD 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 IHD vs IOZ?

IHD and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 10 years, IOZ has delivered the higher total return (8.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IHD vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus IHD 0.22%.

Which has performed higher - IHD vs IOZ?

Over the past 10 years, IOZ has delivered the higher total return at 8.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IHD pays the higher at 3.95%. 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.

Related comparisons

IHD vs VHY IHD vs SYI IHD vs VAS IHD vs R3AL IHD vs WDIV IHD vs AYLD 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.