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Compare ISO vs. MVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P/ASX Small Ordinaries ETF

ASX

Buy

Buy

VanEck S&P/ASX Midcap ETF

ASX

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 S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ISO

MVE

Popularity

Low

Low

Pearlers invested

8

38

Median incremental investment

$520.00

$715.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$3,040.73

Average age group

26 - 35

> 35


Key Summary

ISO

MVE

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.

MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Evolution Mining Ltd (5.51 %)

REA Group Ltd (4.29 %)

JB Hi Fi Ltd (3.80 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Real Estate (24.74 %)

Consumer Discretionary (20.90 %)

Materials (15.95 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Management fee

0.55 %

0.45 %


Key Summary

ISO

MVE

Issuer

iShares

VanEck

Tracking index

S&P/ASX Small Ordinaries index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.45 %

Price

$4.68

$39.00

Size

$116.324 million

$335.905 million

10Y return

17.00 %

71.05 %

Annual distribution yield (5Y)

5.09 %

3.48 %

Market

ASX

ASX

First listed date

09/12/2010

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

ISO

MVE

Popularity

Low

Low

Pearlers invested

8

38

Median incremental investment

$520.00

$715.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$3,040.73

Average age group

26 - 35

> 35


Pros and Cons

ISO

MVE

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

ISO

MVE

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