Compare AU
Compare ISO vs. BNDS
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 Western Asset Aus Bond Active ETF (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 14 |
Median incremental investment | $520.00 | $849.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $928.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | BNDS | |
|---|---|---|
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 119.68m 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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 832.07m in AUM and 369 holdings. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.14 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (2.07 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.56 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.55 % | 0.42 % |
Key Summary
ISO | BNDS | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.42 % |
Price | $4.88 | $23.80 |
Size | $118.483 million | $824.832 million |
10Y return | 21.70 % | N/A |
Annual distribution yield (5Y) | 5.09 % | 2.52 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 14 |
Median incremental investment | $520.00 | $849.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $928.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | BNDS | |
|---|---|---|
Pros |
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Cons |
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ISO | BNDS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |