Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare ISO vs. HBRD

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

Community Stats

ISO

HBRD

Popularity

Low

Low

Pearlers invested

8

46

Median incremental investment

$520.00

$965.27

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$2,172.24

Average age group

26 - 35

> 35


Key Summary

ISO

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2327.36m in AUM and 134 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Betashares Australian Hybrids Active ETF (100 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

0.55 %


Key Summary

ISO

HBRD

Issuer

iShares

BetaShares

Tracking index

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.55 %

0.55 %

Price

$4.56

$10.08

Size

$117.256 million

$2.346 billion

10Y return

15.15 %

N/A

Annual distribution/β€Šdividend yield (5Y)

5.09 %

4.89 %

Market

ASX

ASX

First listed date

09/12/2010

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

ISO

HBRD

Popularity

Low

Low

Pearlers invested

8

46

Median incremental investment

$520.00

$965.27

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$2,172.24

Average age group

26 - 35

> 35


Pros and Cons

ISO

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

ISO

HBRD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield