Compare AU
Compare TECH 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 Morningstar Global Technology ETF (TECH) 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
TECH | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 182 | 9 |
Median incremental investment | $702.76 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,220.08 | $1,504.14 |
Average age group | > 35 | > 35 |
Key Summary
TECH | ISO | |
|---|---|---|
Strategy | The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes. | 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 | Shopify Inc Registered Shs -A- Subord Vtg (5.84 %) Salesforce Inc (5.15 %) Block Inc Class A (5.08 %) | LIFE360 INC. CDI INC (1.75 %) ALCOA CORPORATION CDI CORP (1.50 %) VENTIA SERVICES GROUP LTD (1.45 %) |
Top 3 industries | Information Technology (71.31 %) Industrials (17.27 %) Financials (11.42 %) | Materials (21.75 %) Consumer Discretionary (15.28 %) Real Estate (12.92 %) |
Top 3 countries | United States (76.16 %) Netherlands (7.48 %) Japan (5.55 %) | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
TECH | ISO | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Morningstar Developed Markets Technology Moat Focus Index - USD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $113.85 | $4.73 |
Size | $382.497 million | $142.265 million |
10Y return | N/A | 26.13 % |
Annual distribution yield (5Y) | 7.49 % | 5.16 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
TECH | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 182 | 9 |
Median incremental investment | $702.76 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,220.08 | $1,504.14 |
Average age group | > 35 | > 35 |
Pros and Cons
TECH | ISO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
TECH | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |