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Compare AU
Compare ISO vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 36 |
Median incremental investment | $771.86 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,236.68 | $4,999.60 |
Average age group | > 35 | > 35 |
Key Summary
ISO | EX20 | |
|---|---|---|
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 183.92m in AUM and 196 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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | SPI 200 FUTURES JUN26 (0 %) NORTHERN STAR RESOURCES LTD (2.96 %) EVOLUTION MINING LTD (2.76 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) |
Management fee | 0.55 % | 0.25 % |
Key Summary
ISO | EX20 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.25 % |
Price | $5.13 | $21.55 |
Size | $184.308 million | $613.983 million |
10Y return | 30.87 % | N/A |
Annual distribution yield (5Y) | 4.44 % | 3.01 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 36 |
Median incremental investment | $771.86 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,236.68 | $4,999.60 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | EX20 | |
|---|---|---|
Pros |
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Cons |
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ISO | EX20 |
|---|---|
Lower exposure to AU market | Higher 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 |