Compare AU
Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | ISO | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 527 | 8 |
Median incremental investment | $639.76 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,246.20 | $1,853.53 |
Average age group | > 35 | 26 - 35 |
Key Summary
ROBO | ISO | |
---|---|---|
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) | 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 139.38m in AUM and 202 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 | Harmonic Drive Systems Inc (3.34 %) Fanuc Corp (1.89 %) Intuitive Surgical Inc (1.88 %) | LIFE360 INC. CDI INC (1.85 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.56 %) SIGMA HEALTHCARE LTD (1.48 %) |
Top 3 industries | Industrials (54.07 %) Information Technology (26.46 %) Health Care (19.47 %) | Materials (21.59 %) Consumer Discretionary (14.97 %) Financials (12.88 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) |
Management fee | 0.82 % | 0.55 % |
Key Summary
ROBO | ISO | |
---|---|---|
Issuer | Global X | iShares |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.55 % |
Price | $83.08 | $4.91 |
Size | $243.884 million | $138.118 million |
10Y return | N/A | 23.68 % |
Annual distribution yield (5Y) | 3.87 % | 5.09 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | ISO | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 527 | 8 |
Median incremental investment | $639.76 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,246.20 | $1,853.53 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ROBO | ISO | |
---|---|---|
Pros |
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Cons |
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ROBO | ISO |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |