Compare AU

Compare ISO vs. ETPMPM

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, shares and ETFs are a popular choice. Two options in the ASX are ISO and ETPMPM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ISO

ETPMPM

Popularity

Low

Low

Pearlers invested

9

17

Median incremental investment

$471.50

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,564.56

$1,734.32

Average age group

26 - 35

> 35


Key Summary

ISO

ETPMPM

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 145.89m in AUM and 204 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.

ETPMPM.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. ETFS Physical Precious Metals Basket (ETPMPM.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical gold, silver, platinum and palladium by providing a return equivalent to the movements in the spot price of the metals less the applicable management fee.

Top 3 holdings

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Global X Metal Securities Australia Limited (100 %)

Top 3 industries

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

Management fee

0.55 %

0.44 %


Key Summary

ISO

ETPMPM

Issuer

iShares

Global X

Tracking index

S&P/ASX Small Ordinaries index

LBMA & LPPM Precious Metals Price PM - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.55 %

0.44 %

Price

$4.91

$250.23

Size

$145.120 million

$59.300 million

10Y return

34.15 %

124.42 %

Annual distribution/โ€Šdividend yield (5Y)

5.16 %

- %

Market

ASX

ASX

First listed date

09/12/2010

30/01/2009

Purchase fee

$6.50

$6.50


Community Stats

ISO

ETPMPM

Popularity

Low

Low

Pearlers invested

9

17

Median incremental investment

$471.50

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,564.56

$1,734.32

Average age group

26 - 35

> 35


Pros and Cons

ISO

ETPMPM

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ISO

ETPMPM

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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