Compare AU
Compare FLOT 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 VanEck Australian Floating Rate ETF (FLOT) 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
FLOT | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 8 |
Median incremental investment | $2,126.36 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,671.99 | $1,819.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
FLOT | ISO | |
|---|---|---|
Strategy | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 750.5m in AUM and 194 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 | Westpac Banking Corp. (2.53 %) National Australia Bank Ltd. (2.52 %) Westpac Banking Corp. (2.20 %) | LIFE360 INC. CDI INC (1.85 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %) SIGMA HEALTHCARE LTD (1.48 %) |
Top 3 industries | Materials (21.59 %) Consumer Discretionary (14.97 %) Financials (12.88 %) | |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.22 % | 0.55 % |
Key Summary
FLOT | ISO | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $24.91 | $4.86 |
Size | $759.762 million | $143.463 million |
10Y return | N/A | 26.56 % |
Annual distribution yield (5Y) | 2.65 % | 5.09 % |
Market | ASX | ASX |
First listed date | 07/07/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FLOT | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 8 |
Median incremental investment | $2,126.36 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,671.99 | $1,819.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FLOT | ISO | |
|---|---|---|
Pros |
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Cons |
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FLOT | 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 |