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Compare ISO vs. VDHG
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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 10 | 10,731 |
Median incremental investment | $672.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.94 | $3,014.73 |
Average age group | > 35 | 26 - 35 |
Key Summary
ISO | VDHG | |
|---|---|---|
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 140.36m in AUM and 199 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. | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) |
Management fee | 0.55 % | 0.27 % |
Key Summary
ISO | VDHG | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P/ASX Small Ordinaries index | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.27 % |
Price | $5.60 | $73.63 |
Size | $135.249 million | $3.350 billion |
10Y return | 50.13 % | N/A |
Annual distribution yield (5Y) | 4.47 % | 4.91 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 10 | 10,731 |
Median incremental investment | $672.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.94 | $3,014.73 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ISO | VDHG | |
|---|---|---|
Pros |
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Cons |
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ISO | VDHG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |