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Compare AU

Compare ISO vs. BBOZ

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 Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ISO

BBOZ

Popularity

Low

Low

Pearlers invested

8

19

Median incremental investment

$520.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$2,601.00

Average age group

26 - 35

> 35


Key Summary

ISO

BBOZ

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.

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

SPI 200 FUTURES JUN25 (0 %)

AUD - AUSTRALIA DOLLAR (86.69 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (13.31 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

1.38 %


Key Summary

ISO

BBOZ

Issuer

iShares

BetaShares

Tracking index

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.55 %

1.38 %

Price

$4.56

$28.90

Size

$117.256 million

$216.653 million

10Y return

16.62 %

13.33 %

Annual distribution yield (5Y)

5.09 %

0.53 %

Market

ASX

ASX

First listed date

09/12/2010

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

ISO

BBOZ

Popularity

Low

Low

Pearlers invested

8

19

Median incremental investment

$520.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$2,601.00

Average age group

26 - 35

> 35


Pros and Cons

ISO

BBOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

ISO

BBOZ

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield