Compare AU
Compare ISO vs. PAXX
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 Platinum Asia Fund Complex ETF (PAXX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | PAXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $520.00 | $1,021.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $6,246.31 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | PAXX | |
|---|---|---|
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 119.68m 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. | PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | Taiwan Semiconductor Manufacturing Co Ltd (8.29 %) JD.com Inc Ordinary Shares - Class A (5.79 %) Tencent Holdings Ltd (5.61 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Other (33.40 %) Information Technology (28.23 %) Consumer Discretionary (11.99 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | China (46.18 %) Korea (17.74 %) Taiwan (10.79 %) |
Management fee | 0.55 % | 1.26 % |
Key Summary
ISO | PAXX | |
|---|---|---|
Issuer | iShares | Platinum |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.26 % |
Price | $4.88 | $4.93 |
Size | $122.804 million | N/A |
10Y return | 20.49 % | N/A |
Annual distribution yield (5Y) | 5.09 % | 5.11 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | PAXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $520.00 | $1,021.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,842.20 | $6,246.31 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | PAXX | |
|---|---|---|
Pros |
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Cons |
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ISO | PAXX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |