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Compare HQUS 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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 9 |
Median incremental investment | $4,500.00 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,352.20 | $2,297.72 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | ISO | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 194.34m in AUM and 196 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 S&P 500 Equal Weight ETF (99.92 %) | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) |
Management fee | 0.29 % | 0.55 % |
Key Summary
HQUS | ISO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.55 % |
Price | $47.16 | $5.27 |
Size | N/A | $185.482 million |
10Y return | N/A | 36.18 % |
Annual distribution yield (5Y) | 1.68 % | 4.44 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 9 |
Median incremental investment | $4,500.00 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,352.20 | $2,297.72 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | ISO | |
|---|---|---|
Pros |
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Cons |
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HQUS | 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 |