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Compare ISO vs. MVW

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

Community Stats

ISO

MVW

Popularity

Low

Low

Pearlers invested

8

246

Median incremental investment

$520.00

$841.10

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$4,387.50

Average age group

26 - 35

> 35


Key Summary

ISO

MVW

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 fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Evolution Mining Ltd (1.71 %)

Northern Star Resources Ltd (1.63 %)

Lynas Rare Earths Ltd (1.56 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Financials (39.30 %)

Materials (31.73 %)

Consumer Staples (19.20 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Australia (97.03 %)

United States (2.97 %)

Management fee

0.55 %

0.35 %


Key Summary

ISO

MVW

Issuer

iShares

VanEck

Tracking index

S&P/ASX Small Ordinaries index

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.35 %

Price

$4.68

$37.51

Size

$116.324 million

$2.637 billion

10Y return

17.00 %

65.17 %

Annual distribution yield (5Y)

5.09 %

4.48 %

Market

ASX

ASX

First listed date

09/12/2010

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

ISO

MVW

Popularity

Low

Low

Pearlers invested

8

246

Median incremental investment

$520.00

$841.10

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$4,387.50

Average age group

26 - 35

> 35


Pros and Cons

ISO

MVW

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

MVW

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