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Compare ISO vs. BBUS
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 Us Eqy Strong Bear Ccy H Complex ETF (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 14 |
Median incremental investment | $893.50 | $6,447.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,560.20 | $1,159.78 |
Average age group | > 35 | > 35 |
Key Summary
ISO | BBUS | |
|---|---|---|
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. | BBUS.AX was created on 2015-08-24 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 U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. |
Top 3 holdings | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | S&P500 EMINI FUT SEP26 (0 %) AUD - AUSTRALIA DOLLAR (92.50 %) USD - UNITED STATES DOLLAR (7.50 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
Management fee | 0.55 % | 1.38 % |
Key Summary
ISO | BBUS | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.38 % |
Price | $5.00 | $22.76 |
Size | $145.368 million | $109.790 million |
10Y return | 17.10 % | -77.95 % |
Annual distribution yield (5Y) | 4.15 % | 2.36 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 26/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 14 |
Median incremental investment | $893.50 | $6,447.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,560.20 | $1,159.78 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | BBUS | |
|---|---|---|
Pros |
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Cons |
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ISO | BBUS |
|---|---|
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 |