Compare AU
Compare ISO vs. QOZ
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 Betashares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 56 |
Median incremental investment | $520.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,740.28 | $2,371.55 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 619.09m in AUM and 200 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Financials (32.62 %) Materials (24.39 %) Consumer Staples (6.75 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
ISO | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $4.61 | $16.10 |
Size | $116.324 million | $644.581 million |
10Y return | 14.96 % | 16.92 % |
Annual distribution yield (5Y) | 5.09 % | 6.60 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 56 |
Median incremental investment | $520.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,740.28 | $2,371.55 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | QOZ | |
|---|---|---|
Pros |
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Cons |
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ISO | QOZ |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |