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Compare ISO vs. BGBL
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 Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 802 |
Median incremental investment | $771.86 | $2,015.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.60 | $8,740.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
ISO | BGBL | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. 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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (5.36 %) APPLE INC (4.70 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.55 % | 0.08 % |
Key Summary
ISO | BGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.08 % |
Price | $5.27 | $77.07 |
Size | $131.631 million | N/A |
10Y return | 35.48 % | N/A |
Annual distribution yield (5Y) | 4.44 % | 1.03 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 802 |
Median incremental investment | $771.86 | $2,015.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.60 | $8,740.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ISO | BGBL | |
|---|---|---|
Pros |
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Cons |
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ISO | BGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |