Compare AU

Compare PAXX vs. ISO

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

Platinum Asia Fund (Quoted Managed Hedge Fund)

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 Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX) 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

PAXX

ISO

Popularity

Low

Low

Pearlers invested

3

8

Median incremental investment

$1,021.10

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$6,246.31

$1,834.65

Average age group

> 35

26 - 35


Key Summary

PAXX

ISO

Strategy

PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan.

ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. 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

Taiwan Semiconductor Manufacturing Co Ltd (10.15 %)

SK Hynix Inc (5.05 %)

Tencent Holdings Ltd (4.85 %)

LIFE360 INC. CDI INC (1.85 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %)

SIGMA HEALTHCARE LTD (1.48 %)

Top 3 industries

Other (40.86 %)

Information Technology (39.97 %)

Communication Services (9.99 %)

Materials (21.59 %)

Consumer Discretionary (14.97 %)

Financials (12.88 %)

Top 3 countries

China (46.18 %)

Korea (17.74 %)

Taiwan (10.79 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

1.26 %

0.55 %


Key Summary

PAXX

ISO

Issuer

Platinum

iShares

Tracking index

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

1.26 %

0.55 %

Price

$4.93

$4.86

Size

N/A

$143.463 million

10Y return

N/A

25.58 %

Annual distribution yield (5Y)

5.11 %

5.09 %

Market

ASX

ASX

First listed date

14/09/2017

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

PAXX

ISO

Popularity

Low

Low

Pearlers invested

3

8

Median incremental investment

$1,021.10

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$6,246.31

$1,834.65

Average age group

> 35

26 - 35


Pros and Cons

PAXX

ISO

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

PAXX

ISO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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