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Compare ISO vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 73 |
Median incremental investment | $893.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,620.44 | $7,080.25 |
Average age group | > 35 | > 35 |
Key Summary
ISO | IESG | |
|---|---|---|
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 132.86m 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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 564.6m in AUM and 95 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.55 % | 0.01 % |
Key Summary
ISO | IESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX Small Ordinaries index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.01 % |
Price | $5.22 | $31.75 |
Size | $132.779 million | $561.086 million |
10Y return | 15.74 % | N/A |
Annual distribution yield (5Y) | 4.15 % | 2.42 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 73 |
Median incremental investment | $893.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,620.44 | $7,080.25 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | IESG | |
|---|---|---|
Pros |
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Cons |
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ISO | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |