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Compare ISO vs. MHOT
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 Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 7 |
Median incremental investment | $893.50 | $1,229.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,474.86 | $2,434.40 |
Average age group | > 35 | > 35 |
Key Summary
ISO | MHOT | |
|---|---|---|
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 125.48m 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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | Masco Corp (2.73 %) Charles Schwab Corp (2.64 %) Veeva Systems Inc Class A (2.60 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (97.57 %) Netherlands (2.43 %) |
Management fee | 0.55 % | 0.52 % |
Key Summary
ISO | MHOT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P/ASX Small Ordinaries index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.52 % |
Price | $4.93 | $121.72 |
Size | $126.871 million | $31.144 million |
10Y return | 12.05 % | N/A |
Annual distribution yield (5Y) | 4.15 % | 8.76 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 7 |
Median incremental investment | $893.50 | $1,229.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,474.86 | $2,434.40 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | MHOT | |
|---|---|---|
Pros |
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Cons |
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ISO | MHOT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |