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Compare ROBO vs. IISV
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 Global X Robo Global Robotics & Automation ETF (ROBO) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROBO | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 13 |
Median incremental investment | $650.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,387.50 | $5,219.50 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | IISV | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Teradyne Inc (2.30 %) Intuitive Surgical Inc (2.05 %) Symbotic Inc Ordinary Shares - Class A (2.04 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (8.86 %) Amazon.com Inc (5.54 %) Rightmove PLC (5.36 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.82 % | 0.97 % |
Key Summary
ROBO | IISV | |
|---|---|---|
Issuer | Global X | Intelligent Investor |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.97 % |
Price | $92.39 | $3.69 |
Size | $257.766 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.76 % | 3.97 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 13 |
Median incremental investment | $650.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,387.50 | $5,219.50 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | IISV | |
|---|---|---|
Pros |
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Cons |
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ROBO | IISV |
|---|---|
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 |