Compare AU
Compare G200 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 Wealthbuilder Aus200 Geared Complex ETF (G200) 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
G200 | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 8 |
Median incremental investment | $2,500.00 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,872.15 | $1,819.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
G200 | ISO | |
|---|---|---|
Strategy | G200.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. G200.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of the broad Australian sharemarket. | 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 | BETASHARES AUSTRALIA 200 ETF (146.30 %) AUD - AUSTRALIA DOLLAR (-46.30 %) | 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 | 0.35 % | 0.55 % |
Key Summary
G200 | ISO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $28.68 | $4.82 |
Size | $8.320 million | $143.463 million |
10Y return | N/A | 25.52 % |
Annual distribution yield (5Y) | 0.64 % | 5.09 % |
Market | ASX | ASX |
First listed date | 22/04/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
G200 | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 8 |
Median incremental investment | $2,500.00 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,872.15 | $1,819.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
G200 | ISO | |
|---|---|---|
Pros |
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Cons |
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G200 | 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 |