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Compare ISO vs. VISM
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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 273 |
Median incremental investment | $527.50 | $1,197.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,898.83 | $2,648.88 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISO | VISM | |
|---|---|---|
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 124.53m in AUM and 201 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 MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.55 % | 0.32 % |
Key Summary
ISO | VISM | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P/ASX Small Ordinaries index | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.32 % |
Price | $5.03 | $67.92 |
Size | $200.761 million | N/A |
10Y return | 28.32 % | N/A |
Annual distribution yield (5Y) | 5.09 % | 4.21 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 273 |
Median incremental investment | $527.50 | $1,197.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,898.83 | $2,648.88 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISO | VISM | |
|---|---|---|
Pros |
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Cons |
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ISO | VISM |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |