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Compare ISO vs. MHOT

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, 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

8

2

Median incremental investment

$520.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,721.40

$5,493.78

Average age group

26 - 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 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.

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

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Zimmer Biomet Holdings Inc (3.08 %)

Huntington Ingalls Industries Inc (2.94 %)

The Campbell's Co (2.90 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Other (82.32 %)

Health Care (5.86 %)

Industrials (5.84 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

United States (98.74 %)

Netherlands (1.26 %)

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

$4.56

$119.43

Size

$117.505 million

$43.888 million

10Y return

16.62 %

N/A

Annual distribution yield (5Y)

5.09 %

0.11 %

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

8

2

Median incremental investment

$520.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,721.40

$5,493.78

Average age group

26 - 35

> 35


Pros and Cons

ISO

MHOT

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield