Compare AU

Compare T3MP vs. ISO

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

Jpmorgan Climate Chg Sol Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Jpmorgan Climate Chg Sol Active ETF (Managed Fund) (T3MP) 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

T3MP

ISO

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$567.50

$471.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$560.70

$1,504.14

Average age group

< 26

> 35


Key Summary

T3MP

ISO

Strategy

T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.

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 148.33m in AUM and 203 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

Trane Technologies PLC Class A (4.75 %)

Quanta Services Inc (4.49 %)

Hitachi Ltd (4.43 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Industrials (73.12 %)

Utilities (26.88 %)

Consumer Discretionary (9.68 %)

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

United States (41.52 %)

France (12.60 %)

Japan (7.95 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.55 %

0.55 %


Key Summary

T3MP

ISO

Issuer

JPMorgan

iShares

Tracking index

MSCI All Country World Index - Benchmark TR Net

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.55 %

0.55 %

Price

$62.30

$4.73

Size

N/A

$142.265 million

10Y return

N/A

26.13 %

Annual distribution yield (5Y)

0.34 %

5.16 %

Market

ASX

ASX

First listed date

08/12/2022

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

T3MP

ISO

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$567.50

$471.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$560.70

$1,504.14

Average age group

< 26

> 35


Pros and Cons

T3MP

ISO

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

T3MP

ISO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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