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Compare ISO vs. BBFD
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 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 | 11 | 0 |
Median incremental investment | $893.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,585.30 | $0 |
Average age group | > 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 129.05m in AUM and 195 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 | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | US 10YR ULTRA FUT DEC26 (0 %) AUD - AUSTRALIA DOLLAR (92.92 %) USD - UNITED STATES DOLLAR (7.08 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
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 | $5.14 | $21.18 |
Size | $145.368 million | N/A |
10Y return | 17.35 % | N/A |
Annual distribution yield (5Y) | 4.15 % | 2.50 % |
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 | 11 | 0 |
Median incremental investment | $893.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,585.30 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ISO | BBFD | |
|---|---|---|
Pros |
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Cons |
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ISO | BBFD |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |