Compare AU

Compare IVE vs. ISO

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares MSCI EAFE 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 MSCI EAFE ETF (IVE) and the iShares S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IVE

ISO

Popularity

Low

Low

Pearlers invested

37

8

Median incremental investment

$1,671.04

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,579.64

$1,845.98

Average age group

> 35

26 - 35


Key Summary

IVE

ISO

Strategy

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

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 138.52m in AUM and 202 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.

Top 3 holdings

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

LIFE360 INC. CDI INC (1.85 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %)

SIGMA HEALTHCARE LTD (1.48 %)

Top 3 industries

Other (99.86 %)

Communication Services (0.14 %)

Materials (21.59 %)

Consumer Discretionary (14.97 %)

Financials (12.88 %)

Top 3 countries

United States (99.97 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.32 %

0.55 %


Key Summary

IVE

ISO

Issuer

iShares

iShares

Tracking index

MSCI EAFE

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.32 %

0.55 %

Price

$126.81

$4.89

Size

$527.017 million

$139.843 million

10Y return

55.39 %

26.03 %

Annual distribution yield (5Y)

2.60 %

5.09 %

Market

ASX

ASX

First listed date

10/10/2007

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

IVE

ISO

Popularity

Low

Low

Pearlers invested

37

8

Median incremental investment

$1,671.04

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,579.64

$1,845.98

Average age group

> 35

26 - 35


Pros and Cons

IVE

ISO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IVE

ISO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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