Back
Compare AU
Compare RCB 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Russell Investments Australian Select Corporate Bond ETF (RCB) 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
RCB | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 10 |
Median incremental investment | $648.24 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,703.26 | $2,392.78 |
Average age group | > 35 | > 35 |
Key Summary
RCB | ISO | |
|---|---|---|
Strategy | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term | 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 196.45m in AUM and 194 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 | Westpac Banking Corp. 5% (12.05 %) National Australia Bank Ltd. 5% (12.05 %) Westpac Banking Corp. 5.1% (11.47 %) | 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 (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.28 % | 0.55 % |
Key Summary
RCB | ISO | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.55 % |
Price | $19.91 | $6.05 |
Size | $329.177 million | $200.779 million |
10Y return | -1.73 % | 63.51 % |
Annual distribution yield (5Y) | 2.68 % | 4.44 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCB | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 10 |
Median incremental investment | $648.24 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,703.26 | $2,392.78 |
Average age group | > 35 | > 35 |
Pros and Cons
RCB | ISO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RCB | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |