Compare AU
Compare ISO vs. HVST
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 Betashares Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 58 |
Median incremental investment | $520.00 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $2,219.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 236.58m in AUM and 57 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | BETASHARES AUSTRALIA 200 ETF (24.87 %) BHP GROUP LTD (7.68 %) COMMONWEALTH BANK OF AUSTRALIA (5.34 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Other (33.64 %) Financials (25.94 %) Materials (13.11 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.55 % | 0.65 % |
Key Summary
ISO | HVST | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.65 % |
Price | $4.88 | $13.25 |
Size | $122.804 million | $237.374 million |
10Y return | 21.70 % | -43.81 % |
Annual distribution yield (5Y) | 5.09 % | 8.87 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 58 |
Median incremental investment | $520.00 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $2,219.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | HVST | |
|---|---|---|
Pros |
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Cons |
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ISO | HVST |
|---|---|
Lower exposure to AU market | Higher 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 |