Back
Compare AU
Compare ISO vs. AUST
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 Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $672.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,860.85 | $2,024.96 |
Average age group | > 35 | < 26 |
Key Summary
ISO | AUST | |
|---|---|---|
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 140.36m in AUM and 199 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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (11.01 %) BHP GROUP LTD (8.03 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.55 % | 0.49 % |
Key Summary
ISO | AUST | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.49 % |
Price | $5.53 | $18.08 |
Size | $132.962 million | $33.269 million |
10Y return | 45.14 % | 22.99 % |
Annual distribution yield (5Y) | 4.47 % | 3.53 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $672.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,860.85 | $2,024.96 |
Average age group | > 35 | < 26 |
Pros and Cons
ISO | AUST | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISO | AUST |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |