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Compare AU
Compare REIT 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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) 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
REIT | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 9 |
Median incremental investment | $993.50 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,224.51 | $2,398.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
REIT | ISO | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | 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 189.04m 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 | Welltower Inc (7.91 %) Prologis Inc (7.46 %) Equinix Inc (4.79 %) | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) |
Management fee | 0.43 % | 0.55 % |
Key Summary
REIT | ISO | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.55 % |
Price | $16.66 | $5.50 |
Size | $711.332 million | $194.420 million |
10Y return | N/A | 54.49 % |
Annual distribution yield (5Y) | 4.20 % | 4.44 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 9 |
Median incremental investment | $993.50 | $756.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,224.51 | $2,398.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
REIT | ISO | |
|---|---|---|
Pros |
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Cons |
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REIT | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |