Compare AU
Compare ISO vs. ZYAU
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 S&P/ASX Small Ordinaries (ISO) and the S&P Aussie 300 Dividends (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 98 |
Median incremental investment | $520.00 | $662.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,721.40 | $1,367.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | ZYAU | |
|---|---|---|
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. | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 68.95m in AUM and 50 holdings. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index. |
Top 3 holdings | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) | BHP Group Ltd (10.24 %) ANZ Group Holdings Ltd (9.88 %) Westpac Banking Corp (9.84 %) |
Top 3 industries | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) | Financials (45.98 %) Materials (27.74 %) Other (11.25 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | Australia (98.04 %) United Kingdom of Great Britain and Northern Ireland (1.29 %) New Zealand (0.67 %) |
Management fee | 0.55 % | 0.24 % |
Key Summary
ISO | ZYAU | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P/ASX Small Ordinaries index | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.24 % |
Price | $4.56 | $8.29 |
Size | $117.505 million | $66.924 million |
10Y return | 16.62 % | N/A |
Annual distribution yield (5Y) | 5.09 % | 6.65 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 98 |
Median incremental investment | $520.00 | $662.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,721.40 | $1,367.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | ZYAU | |
|---|---|---|
Pros |
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Cons |
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ISO | ZYAU |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |