Compare AU
Compare ISO vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $520.00 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $2,362.15 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | GOAT | |
|---|---|---|
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 119.68m 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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 51.25m in AUM and 65 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | Rheinmetall AG (2.65 %) Huntington Ingalls Industries Inc (2.47 %) Allegro.EU SA Ordinary Shares (2.45 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Consumer Staples (39.30 %) Industrials (21.59 %) Other (19.42 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.55 % | 0.55 % |
Key Summary
ISO | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P/ASX Small Ordinaries index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.55 % |
Price | $4.88 | $27.79 |
Size | $122.804 million | $50.880 million |
10Y return | 21.70 % | N/A |
Annual distribution yield (5Y) | 5.09 % | 2.60 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $520.00 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $2,362.15 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | GOAT | |
|---|---|---|
Pros |
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Cons |
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ISO | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |