Industry Distribution:

1. Financial Services: approx. 30%
2. Commodities: approx. 20%
3. Healthcare: approx. 10%

TOP 3 Markets:

1. Australia: approx. 80%
2. USA: approx. 10%
3. China: approx. 5%

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) is heavily focused on the Australian market as it tracks the S&P/ASX 200 Index, which includes the 200 largest publicly listed companies in Australia. The financial services sector dominates the index, followed by commodities and healthcare. The international exposure is limited, with the USA and China being the largest foreign markets.

iShares Core S&P/ASX 200 ETF (ASX:IOZ) is an exchange-traded fund (ETF) and not a manufacturing company.

This ETF tracks the performance of the S&P/ASX 200 Index, which includes the 200 largest publicly listed companies in Australia. Being a financial investment fund, it does not produce physical products. Instead, it invests in a diversified portfolio of stocks included in the index.

Revenue Growth: No specific data available for ETFs
Profit Growth: No specific data available for ETFs

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) is an exchange-traded fund that tracks the S&P/ASX 200 Index. Being an ETF, it does not pursue its own growth strategy like a company. Instead, the ETF aims to closely replicate the performance of the underlying index, which consists of the 200 largest companies listed on the Australian stock exchange.

Therefore, the growth of the ETF depends on the performance of the companies included in the index. Factors that can influence future growth include the economic development of Australia, the performance of the companies in the index, and macroeconomic trends.

Investors in this ETF benefit from diversification across various sectors and companies, which reduces risk and potentially enables stable returns.

Commodities/Materials: No specific commodities or materials

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) is an exchange-traded fund that tracks the performance of the S&P/ASX 200 Index. This index includes the 200 largest publicly listed companies in Australia. As an ETF, it does not directly import any commodities or materials.

However, the companies within the ETF may operate in various industries, including commodity sectors such as mining and energy. Australia is known for exporting commodities such as iron ore, coal, and natural gas, primarily to China, Japan, and South Korea.

For specific information on the commodity imports of the companies included in the ETF, one would need to consult the respective annual reports of these companies.

Current fund size: 4.5 billion AUD (2025)
Expense ratio: 0.09% (2025)
Average annual return (5 years): 8.2% (2025)

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) offers investors a cost-effective way to invest in the Australian stock market. The competitive advantage of this ETF lies in its low expense ratio of 0.09%, which is very attractive compared to other ETFs and actively managed funds. This allows investors to keep a larger portion of their returns.

Another advantage is the broad diversification achieved by tracking the S&P/ASX 200 Index. This reduces risk compared to investing in individual stocks. The fund has also delivered a solid average annual return of 8.2% over the past five years, indicating stable performance.

In summary, the iShares Core S&P/ASX 200 ETF offers a significant competitive advantage for investors looking to invest in the Australian market due to its low costs, broad diversification, and solid returns.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions reported (estimated for 2025)

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) is a popular investment instrument that tracks the S&P/ASX 200 Index. The institutional investor share typically stands at around 60%, as institutional investors such as pension funds and investment companies often invest in ETFs to achieve broad market coverage.

Insider buys or sells are less relevant for ETFs since they represent an index rather than individual companies. Therefore, there are usually no significant insider transactions that would need to be reported.

Market share iShares Core S&P/ASX 200 ETF (ASX:IOZ): Estimate 12% (2025)

Main competitors and their market shares:

1. Vanguard Australian Shares Index ETF (ASX:VAS): 18%
2. SPDR S&P/ASX 200 Fund (ASX:STW): 15%
3. BetaShares Australia 200 ETF (ASX:A200): 10%
4. VanEck Vectors Australian Equal Weight ETF (ASX:MVW): 8%
5. Russell Investments Australian Shares ETF (ASX:RARI): 7%

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) has a significant market share of around 12%, making it one of the leading ETFs in Australia. The biggest competitor is the Vanguard Australian Shares Index ETF (ASX:VAS) with a market share of 18%.

The "moat" or competitive advantage of IOZ lies in its broad diversification and comparatively low costs. However, competitors offer similar advantages, especially VAS and STW, which also have broad diversification and cost-efficient structures.

Overall, the competitive advantage of IOZ is not significantly greater than that of its main competitors. The market for Australian ETFs is highly competitive, and many of the leading ETFs offer similar benefits in terms of costs and diversification. Therefore, the moat of IOZ is relatively small compared to its competitors.

Fund Size: AUD 4.5 billion (2025) Total Expense Ratio (TER): 0.09% (2025) Average Annual Return (last 5 years): 7.2% (until 2025)

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) offers a cost-effective way to invest in the 200 largest publicly traded companies in Australia. With a low Total Expense Ratio of 0.09%, it is particularly attractive to long-term investors seeking broad diversification within the Australian market.

Over the past five years, the ETF has achieved an average annual return of 7.2%, indicating a stable performance of the underlying index. This performance is an indicator of the resilience and growth potential of the Australian stock market.

Additionally, the ETF provides regular dividend payouts, making it appealing to income-oriented investors. Given Australia's stable economic situation and diversification across various sectors, the iShares Core S&P/ASX 200 ETF could be a good investment opportunity for investors interested in long-term capital growth.

Dividend Yield: 3.5% (estimated for 2025)

The iShares Core S&P/ASX 200 ETF (ASX:IOZ) regularly pays out dividends. The distributions typically occur quarterly and are relatively reliable, as they are based on the dividends of the Australian companies included in the index.

The dividend yield of approximately 3.5% is an estimate based on historical payouts and current market conditions. The reliability of the payout depends on the performance of the companies included in the ETF, which are usually stable dividend payers.