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Compare ISO vs. GIVE

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 GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ISO

GIVE

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$520.00

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$1,740.28

$785.00

Average age group

26 - 35

26 - 35


Key Summary

ISO

GIVE

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 114.95m in AUM and 203 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.

GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Perpetual Esg Australian Share Active ETF (100 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

0.65 %


Key Summary

ISO

GIVE

Issuer

iShares

Perpetual

Tracking index

S&P/ASX Small Ordinaries index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.65 %

Price

$4.61

$3.14

Size

$116.324 million

N/A

10Y return

14.11 %

N/A

Annual distribution/ dividend yield (5Y)

5.09 %

6.02 %

Market

ASX

ASX

First listed date

09/12/2010

28/11/2021

Purchase fee

$6.50

$6.50


Community Stats

ISO

GIVE

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$520.00

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$1,740.28

$785.00

Average age group

26 - 35

26 - 35


Pros and Cons

ISO

GIVE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

ISO

GIVE

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield