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Compare ISO vs. MOAT

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 ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ISO

MOAT

Popularity

Low

Low

Pearlers invested

8

549

Median incremental investment

$520.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,740.28

$3,801.60

Average age group

26 - 35

> 35


Key Summary

ISO

MOAT

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.

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Huntington Ingalls Industries Inc (3.18 %)

Boeing Co (2.90 %)

Corteva Inc (2.88 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Industrials (32.10 %)

Other (23.89 %)

Materials (19.78 %)

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 %

0.49 %


Key Summary

ISO

MOAT

Issuer

iShares

VanEck

Tracking index

S&P/ASX Small Ordinaries index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.49 %

Price

$4.61

$115.20

Size

$116.324 million

$913.753 million

10Y return

14.11 %

N/A

Annual distribution yield (5Y)

5.09 %

3.59 %

Market

ASX

ASX

First listed date

09/12/2010

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

ISO

MOAT

Popularity

Low

Low

Pearlers invested

8

549

Median incremental investment

$520.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,740.28

$3,801.60

Average age group

26 - 35

> 35


Pros and Cons

ISO

MOAT

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

ISO

MOAT

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

Higher distribution yield

Lower distribution yield