Compare AU
Compare ISO vs. A200
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 iShares S&P/ASX Small Ordinaries ETF (ISO) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 9 | 4,673 |
Median incremental investment | $471.50 | $1,076.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,481.88 | $3,586.70 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISO | A200 | |
|---|---|---|
Strategy | 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 147.2m in AUM and 197 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. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | HUB24 LTD (1.83 %) LIFE360 INC. CDI INC (1.63 %) SANDFIRE RESOURCES LTD (1.60 %) | COMMONWEALTH BANK OF AUSTRALIA (10.06 %) BHP GROUP LTD (8.36 %) CSL LTD (6.18 %) |
Top 3 industries | Materials (22.44 %) Consumer Discretionary (15.71 %) Real Estate (13.89 %) | Financials (33.04 %) Materials (17.09 %) Health Care (8.84 %) |
Top 3 countries | Australia (96.35 %) New Zealand (3.21 %) | Australia (94.98 %) New Zealand (1.39 %) Ireland (0.95 %) |
Management fee | 0.55 % | 0.04 % |
Key Summary
ISO | A200 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.04 % |
Price | $4.66 | $138.29 |
Size | $138.030 million | $5.792 billion |
10Y return | 18.58 % | N/A |
Annual distribution yield (5Y) | 5.16 % | 5.34 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 9 | 4,673 |
Median incremental investment | $471.50 | $1,076.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,481.88 | $3,586.70 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISO | A200 | |
|---|---|---|
Pros |
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Cons |
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ISO | A200 |
|---|---|
Higher exposure to AU market | Lower 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 |