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Compare BHYB vs. ISO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Australian Major Bank Hybrids Index ETF (BHYB) and the iShares S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BHYB | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 9 |
Median incremental investment | $1,028.99 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,266.11 | $2,354.40 |
Average age group | > 35 | > 35 |
Key Summary
BHYB | ISO | |
|---|---|---|
Strategy | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 663.69m in AUM and 18 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 194.34m in AUM and 196 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | NABPH (8.06 %) NABPI (6.88 %) WBCPM (6.13 %) | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
Management fee | 0.35 % | 0.55 % |
Key Summary
BHYB | ISO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $9.81 | $5.40 |
Size | $661.314 million | $185.482 million |
10Y return | N/A | 38.46 % |
Annual distribution yield (5Y) | 3.24 % | 4.44 % |
Market | ASX | ASX |
First listed date | 22/04/2021 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BHYB | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 9 |
Median incremental investment | $1,028.99 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,266.11 | $2,354.40 |
Average age group | > 35 | > 35 |
Pros and Cons
BHYB | ISO | |
|---|---|---|
Pros |
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Cons |
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BHYB | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |