Compare AU

Compare DGGF vs. ISO

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Diversified Growth ETF

ASX

Buy

Buy

Overview
Performance

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 Ethical Diversified Growth ETF (DGGF) 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

DGGF

ISO

Popularity

Low

Low

Pearlers invested

24

9

Median incremental investment

$990.50

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,450.43

$1,504.14

Average age group

> 35

> 35


Key Summary

DGGF

ISO

Strategy

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

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 148.33m in AUM and 203 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

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.26 %

0.55 %


Key Summary

DGGF

ISO

Issuer

BetaShares

iShares

Tracking index

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.26 %

0.55 %

Price

$28.66

$4.73

Size

$50.231 million

$142.265 million

10Y return

N/A

26.13 %

Annual distribution yield (5Y)

4.05 %

5.16 %

Market

ASX

ASX

First listed date

09/12/2019

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

DGGF

ISO

Popularity

Low

Low

Pearlers invested

24

9

Median incremental investment

$990.50

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,450.43

$1,504.14

Average age group

> 35

> 35


Pros and Cons

DGGF

ISO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

DGGF

ISO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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