Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare ISO vs. BBFD

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P/ASX Small Ordinaries ETF

ASX

Buy

Buy

Overview
Performance

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 Geared Short Us Tr Bond Ch Complex ETF (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ISO

BBFD

Popularity

Low

N/A

Pearlers invested

8

0

Median incremental investment

$520.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,721.40

$0

Average age group

26 - 35

N/A


Key Summary

ISO

BBFD

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 114.95m in AUM and 203 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.

N/A

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

US 10YR ULTRA FUT JUN25 (0 %)

AUD - AUSTRALIA DOLLAR (103.19 %)

USD - UNITED STATES DOLLAR (-3.19 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

0 %


Key Summary

ISO

BBFD

Issuer

iShares

Tracking index

S&P/ASX Small Ordinaries index

Asset class

ETF

Stock

Management fee

0.55 %

0 %

Price

$4.56

$19.49

Size

$117.256 million

N/A

10Y return

15.15 %

N/A

Annual distribution yield (5Y)

5.09 %

1.28 %

Market

ASX

ASX

First listed date

09/12/2010

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

ISO

BBFD

Popularity

Low

N/A

Pearlers invested

8

0

Median incremental investment

$520.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,721.40

$0

Average age group

26 - 35

N/A


Pros and Cons

ISO

BBFD

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

ISO

BBFD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield