Back
Compare AU
Compare ISO vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 64 |
Median incremental investment | $756.18 | $1,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,297.72 | $2,064.65 |
Average age group | > 35 | > 35 |
Key Summary
ISO | GARP | |
|---|---|---|
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 194.34m 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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | Eli Lilly and Co (4.96 %) Meta Platforms Inc Class A (4.93 %) NVIDIA Corp (4.81 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) |
Management fee | 0.55 % | 0 % |
Key Summary
ISO | GARP | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P/ASX Small Ordinaries index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $5.26 | $11.97 |
Size | $185.482 million | $131.846 million |
10Y return | 34.87 % | N/A |
Annual distribution yield (5Y) | 4.44 % | 1.21 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 64 |
Median incremental investment | $756.18 | $1,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,297.72 | $2,064.65 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | GARP | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISO | GARP |
|---|---|
Higher exposure to AU market | Lower 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 |