Compare AU
Compare ZYUS 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 S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 8 |
Median incremental investment | $651.03 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,723.76 | $1,842.20 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ZYUS | ISO | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend 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 124.53m in AUM and 201 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 | Altria Group Inc (3.48 %) Crown Castle Inc (3.47 %) Verizon Communications Inc (3.20 %) | LIFE360 INC. CDI INC (1.86 %) SIGMA HEALTHCARE LTD (1.57 %) PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %) |
Top 3 industries | Real Estate (31.81 %) Consumer Staples (21.42 %) Communication Services (20.78 %) | Materials (21.93 %) Consumer Discretionary (14.68 %) Financials (13.08 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
ZYUS | ISO | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $14.83 | $4.90 |
Size | $72.622 million | $124.496 million |
10Y return | N/A | 20.39 % |
Annual distribution yield (5Y) | 4.79 % | 5.09 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 8 |
Median incremental investment | $651.03 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,723.76 | $1,842.20 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ZYUS | ISO | |
|---|---|---|
Pros |
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Cons |
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ZYUS | 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 |
Lower distribution yield | Higher distribution yield |