Compare AU
Compare ISO vs. QRE
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 Australian Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 85 |
Median incremental investment | $520.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,721.40 | $1,734.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 232.36m in AUM and 43 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | S&P/ASX 200 R IDX JUN25 (0 %) BHP GROUP LTD (38.21 %) RIO TINTO LTD (9.11 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Materials (79.41 %) Energy (16.84 %) Other (3.75 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (97.20 %) United States (2.39 %) China (0.41 %) |
Management fee | 0.55 % | 0.34 % |
Key Summary
ISO | QRE | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.34 % |
Price | $4.56 | $6.52 |
Size | $117.256 million | $241.628 million |
10Y return | 16.62 % | 37.84 % |
Annual distribution yield (5Y) | 5.09 % | 9.10 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 85 |
Median incremental investment | $520.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,721.40 | $1,734.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | QRE | |
|---|---|---|
Pros |
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Cons |
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ISO | QRE |
|---|---|
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 |