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Compare RINC vs. ISO

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RINC and ISO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RINC

ISO

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,094.28

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$172.71

$1,561.38

Average age group

26 - 35

26 - 35


Key Summary

RINC

ISO

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

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 145.89m in AUM and 204 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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

Management fee

0.85 %

0.55 %


Key Summary

RINC

ISO

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.85 %

0.55 %

Price

$9.09

$4.91

Size

$54.769 million

$145.120 million

10Y return

N/A

34.15 %

Annual dividend/โ€Šdistribution yield (5Y)

4.14 %

5.16 %

Market

ASX

ASX

First listed date

19/02/2018

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

RINC

ISO

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,094.28

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$172.71

$1,561.38

Average age group

26 - 35

26 - 35


Pros and Cons

RINC

ISO

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

RINC

ISO

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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