Compare AU
Compare DGGF 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 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 |
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Cons |
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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 |