iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of this fund for your investment objective, please visit our product webpage.
Find out more about iShares S&P 500 (AUD Hedged) ETF
https://www.blackrock.com/au/products/271027/
This product is likely to be appropriate for a consumer:
- who is seeking capital growth
- using the product for a core component of their portfolio or less
- with a minimum investment timeframe of 5 years, and
- with a high to very high risk/return profile
Find out more about iShares Global 100 (AUD Hedged) ETF
https://www.blackrock.com/au/products/271031/
This product is likely to be appropriate for a consumer:
- who is seeking capital growth
- using the product for a major allocation of their portfolio or less
- with a minimum investment timeframe of 5 years, and
- with a high to very high risk/return profile
Find out more about iShares Core S&P/ASX 200 ETF
https://www.blackrock.com/au/products/251852/
This product is likely to be appropriate for a consumer:
- who is seeking capital growth and/or income distribution
- using the product for a core component of their portfolio or less
- with a minimum investment timeframe of 5 years
- with a medium to high risk/return profile
Find out more about iShares S&P 500 ETF
https://www.blackrock.com/au/products/275304/
This product is likely to be appropriate for a consumer:
-who is seeking capital growth and/or income distribution
-using the product for a core component of their portfolio or less
-with a minimum investment timeframe of 5 years, and
-with a medium to high risk/return profile
Find out more about iShares Global 100 ETF
https://www.blackrock.com/au/products/273428/
This product is likely to be appropriate for a consumer:
- who is seeking capital growth
- using the product for a major allocation of their portfolio or less
- with a minimum investment timeframe of 5 years, and
- with a medium to high risk/return profile
ETFs: Your investments, your way
Just as curated playlists enhance music-listening, ETFs may make it easier for people to get invested and stay invested.
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Fishing in a bigger pond
Most investors would generally agree that the primary goal of investing is to generate the highest possible return for the lowest risk. Diversification can help you obtain this balance. By spreading investments across asset classes, geographies and sectors, investors lower their risks as the poor performance of one investment can be offset by stronger performance in another, and vice versa.1
The iShares Core S&P/ASX 200 ETF (IOZ), tracks the internationally recognised S&P/ASX 200 index which comprises the largest 200 companies in Australia by market cap, which gives investors access to more than 80% of the total market capitalisation of the Australian equity market. Close to 50% of the ASX 200 market cap is made up of 10 stocks (including BHP, CBA and CSL) which gives you significant exposure to the very largest companies in Australia today as well as diversified exposure to the remaining 190 stocks by size.2
While Australian equities are attractive in terms of dividend yield, the size of the local stock market only represents around 2% of the global market.3 This is a small pond to be fishing in for returns and it’s very sector specific too.
Looking at the table below, it’s clear an Australian equity profile works well if you’re building a portfolio that seeks to gain exposure to the financial and mining sectors. However, for a broader set of exposures, for example the technology industry, having a healthy dose of international equities in a portfolio can increase potential for better overall fund performance. It can also reduce concentration risk with broader exposure to assets across sectors and regions.
The iShares Core S&P 500 ETF (IVV), tracks the S&P 500 index giving access to the top 500 U.S. stocks in a single fund including Amazon, Apple, Microsoft, and NVIDIA.4 Looking at our global exposure, the iShares Global 100 ETF (IOO), you can see an even higher allocation to these tech names, as well as increased weighting to the consumer discretionary sector which is only modestly represented in the Australian market.5
Caption:
Comparative sector exposure for Australian, US and global equity ETFs
| Sector | Financials |
| IOZ – ASX 200 | 30.25% |
| IVV – S&P 500 | 12.86% |
| IOO – S&P Global 100 | 9.38% |
| Sector | Materials |
| IOZ – ASX 200 | 22.42% |
| IVV – S&P 500 | 2.31% |
| IOO – S&P Global 100 | 1.36% |
| Sector | Healthcare |
| IOZ – ASX 200 | 9.58% |
| IVV – S&P 500 | 11.94% |
| IOO – S&P Global 100 | 10.80% |
| Sector | Consumer Discretionary |
| IOZ – ASX 200 | 6.95% |
| IVV – S&P 500 | 9.82% |
| IOO – S&P Global 100 | 10.29% |
| Sector | Information Technology |
| IOZ – ASX 200 | 3.05% |
| IVV – S&P 500 | 30.47% |
| IOO – S&P Global 100 | 41.01% |
| Sector | IOZ – ASX 200 | IVV – S&P 500 | IOO – S&P Global 100 |
|---|---|---|---|
| Financials | 30.25% | 12.86% | 9.38% |
| Materials | 22.42% | 2.31% | 1.36% |
| Healthcare | 9.58% | 11.94% | 10.80% |
| Consumer Discretionary | 6.95% | 9.82% | 10.29% |
| Information Technology | 3.05% | 30.47% | 41.01% |
BlackRock based on holding data as of 5 June 2024.
In partnership with nabtrade
As one of the Australia’s leading online investment platforms, nabtrade has joined forces with iShares by BlackRock to deliver a suite of innovative Exchange Traded Funds that can help diversify your portfolio.
