Back
Compare AU
Compare ISO vs. FLOT
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ISO | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 8 |
Median incremental investment | $672.00 | $2,114.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,860.85 | $1,483.93 |
Average age group | > 35 | > 35 |
Key Summary
ISO | FLOT | |
|---|---|---|
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 140.36m in AUM and 199 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. | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 874.45m in AUM and 215 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | VanEck Australian Floating Rate ETF (100 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.55 % | 0.22 % |
Key Summary
ISO | FLOT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P/ASX Small Ordinaries index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.22 % |
Price | $5.53 | $24.94 |
Size | $132.962 million | $886.139 million |
10Y return | 45.14 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.47 % | 2.47 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 8 |
Median incremental investment | $672.00 | $2,114.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,860.85 | $1,483.93 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | FLOT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISO | FLOT |
|---|---|
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 |