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Compare ISO vs. LNYN
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 Lanyon Investment Fund Active ETF (LNYN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | LNYN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $893.50 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,540.12 | $552.31 |
Average age group | > 35 | 26 - 35 |
Key Summary
ISO | LNYN | |
|---|---|---|
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 137.81m in AUM and 197 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. | LNYN.AX was created on 2019-09-02 by Lanyon. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment return objective is to earn returns superior to the combined benchmark consisting of 75% of the S&P/ASX 300 Accumulation Index and 25% of the MSCI All Country World Index net total returns AUD index after taking account of fees and costs incurred by the Fund. |
Top 3 holdings | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | Mineral Resources Ltd (16.79 %) Telstra Group Ltd (14.42 %) Newmont Corp Chess Depository Interest (12.48 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
Management fee | 0.55 % | 0 % |
Key Summary
ISO | LNYN | |
|---|---|---|
Issuer | iShares | Lanyon |
Tracking index | S&P/ASX Small Ordinaries index | 75% S&P/ASX 300 Accumulation Index - AUD - Benchmark TR Net - 25% MSCI All Country World Index in AUD - AUD - Benchmark TR Net - NET_RETURN |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $5.09 | $1.885 |
Size | $138.351 million | N/A |
10Y return | 15.16 % | N/A |
Annual distribution yield (5Y) | 4.15 % | 1.97 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | LNYN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $893.50 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,540.12 | $552.31 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ISO | LNYN | |
|---|---|---|
Pros |
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Cons |
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ISO | LNYN |
|---|---|
Higher exposure to AU market | Lower 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 |