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Compare JZRO vs. ISO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JZRO and ISO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | ISO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | - | $756.18 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,454.68 |
Average age group | N/A | > 35 |
Key Summary
--- | ISO | |
|---|---|---|
Strategy | N/A | 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 189.64m in AUM and 197 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 | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
Management fee | N/A | 0.55 % |
Key Summary
--- | ISO | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | S&P/ASX Small Ordinaries index |
Asset class | Stock | ETF |
Management fee | N/A | 0.55 % |
Price | $-- | $5.52 |
Size | N/A | $191.083 million |
10Y return | N/A | 42.27 % |
Annual dividend/βdistribution yield (5Y) | - % | 4.44 % |
Market | ASX | ASX |
First listed date | N/A | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | ISO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | - | $756.18 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,454.68 |
Average age group | N/A | > 35 |
Pros and Cons
--- | ISO | |
|---|---|---|
Pros |
| |
Cons |
|
--- | ISO |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |