Compare AU

Compare ISO vs. ETPMPM

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P/ASX Small Ordinaries

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

16

Median incremental investment

$471.50

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,507.32

$1,946.70

Average age group

> 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 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 %)

Physical Precious Metal Basket (100 %)

Top 3 industries

Materials (20.52 %)

Consumer Discretionary (15.48 %)

Financials (13.00 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

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

$4.68

$261.86

Size

$143.606 million

$61.528 million

10Y return

28.22 %

123.14 %

Annual distribution/ dividend 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

16

Median incremental investment

$471.50

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,507.32

$1,946.70

Average age group

> 35

> 35


Pros and Cons

ISO

ETPMPM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

ISO

ETPMPM

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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