Compare AU

Compare QUS vs. ISO

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

Betashares S&P 500 Equal Weight 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 Betashares S&P 500 Equal Weight ETF (QUS) and the S&P/ASX Small Ordinaries (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QUS

ISO

Popularity

Low

Low

Pearlers invested

71

9

Median incremental investment

$1,027.57

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,165.70

$1,523.22

Average age group

> 35

> 35


Key Summary

QUS

ISO

Strategy

QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally.

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

CONSTELLATION ENERGY CORP (0.27 %)

WALGREENS BOOTS ALLIANCE INC (0.27 %)

BROADCOM INC (0.26 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Industrials (15.30 %)

Financials (14.30 %)

Information Technology (13.53 %)

Materials (20.52 %)

Consumer Discretionary (15.48 %)

Financials (13.00 %)

Top 3 countries

United States (98.60 %)

Switzerland (0.39 %)

United Kingdom of Great Britain and Northern Ireland (0.39 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.29 %

0.55 %


Key Summary

QUS

ISO

Issuer

BetaShares

iShares

Tracking index

S&P 500 Equal Weighted

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.29 %

0.55 %

Price

$54.10

$4.79

Size

$759.160 million

$143.606 million

10Y return

116.49 %

33.06 %

Annual distribution yield (5Y)

4.92 %

5.09 %

Market

ASX

ASX

First listed date

19/12/2014

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

QUS

ISO

Popularity

Low

Low

Pearlers invested

71

9

Median incremental investment

$1,027.57

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,165.70

$1,523.22

Average age group

> 35

> 35


Pros and Cons

QUS

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

QUS

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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