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 | 4,875 |
Median incremental investment | $471.50 | $1,077.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,539.12 | $3,657.68 |
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 145.89m in AUM and 204 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 | LIFE360 INC. CDI INC (1.75 %) ALCOA CORPORATION CDI CORP (1.50 %) VENTIA SERVICES GROUP LTD (1.45 %) | COMMONWEALTH BANK OF AUSTRALIA (10.75 %) BHP GROUP LTD (8.22 %) CSL LTD (5.45 %) |
Top 3 industries | Materials (21.75 %) Consumer Discretionary (15.28 %) Real Estate (12.92 %) | Financials (33.72 %) Materials (18.17 %) Health Care (8.79 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) |
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 | $4.84 | $140.68 |
Size | $144.388 million | $6.134 billion |
10Y return | 28.38 % | N/A |
Annual distribution yield (5Y) | 5.16 % | 5.25 % |
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 | 4,875 |
Median incremental investment | $471.50 | $1,077.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,539.12 | $3,657.68 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISO | A200 | |
|---|---|---|
Pros |
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Cons |
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ISO | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |