Compare AU
Compare FHCO 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, shares and ETFs are a popular choice. Two options in the ASX are FHCO and ISO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FHCO | ISO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $520.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,983.98 |
Average age group | N/A | 26 - 35 |
Key Summary
FHCO | ISO | |
|---|---|---|
Strategy | FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term | 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 136.3m in AUM and 202 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 | Fidelity Australian High Conviction Active ETF (100 %) | LIFE360 INC. CDI INC (1.85 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %) SIGMA HEALTHCARE LTD (1.48 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.85 % | 0.55 % |
Key Summary
FHCO | ISO | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.55 % |
Price | $8.96 | $4.60 |
Size | $1.162 million | $136.620 million |
10Y return | N/A | 17.35 % |
Annual dividend/ distribution yield (5Y) | 2.71 % | 5.09 % |
Market | ASX | ASX |
First listed date | 02/06/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FHCO | ISO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $520.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,983.98 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FHCO | ISO | |
|---|---|---|
Pros |
| |
Cons |
|
FHCO | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |