Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare ISO vs. ROBO

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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ISO

ROBO

Popularity

Low

Low

Pearlers invested

8

518

Median incremental investment

$520.00

$643.24

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$994.80

Average age group

26 - 35

> 35


Key Summary

ISO

ROBO

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.

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 190.24m in AUM and 75 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Intuitive Surgical Inc (2.03 %)

Yokogawa Electric Corp (1.92 %)

Samsara Inc Ordinary Shares - Class A (1.86 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Information Technology (49.53 %)

Industrials (39.18 %)

Consumer Staples (15.08 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

United States (42.78 %)

Japan (18.81 %)

Taiwan (8.37 %)

Management fee

0.55 %

0.82 %


Key Summary

ISO

ROBO

Issuer

iShares

Global X

Tracking index

S&P/ASX Small Ordinaries index

ROBO Global Robotics and Automation TR Index

Asset class

ETF

ETF

Management fee

0.55 %

0.82 %

Price

$4.56

$66.32

Size

$117.256 million

$195.355 million

10Y return

15.15 %

N/A

Annual distribution yield (5Y)

5.09 %

3.87 %

Market

ASX

ASX

First listed date

09/12/2010

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

ISO

ROBO

Popularity

Low

Low

Pearlers invested

8

518

Median incremental investment

$520.00

$643.24

Median investment frequency

Monthly

Monthly

Median total investment

$1,721.40

$994.80

Average age group

26 - 35

> 35


Pros and Cons

ISO

ROBO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ISO

ROBO

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield