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Compare AU
Compare ISO vs. ESTX
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 iShares S&P/ASX Small Ordinaries ETF (ISO) and the Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 117 |
Median incremental investment | $771.86 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,345.68 | $4,472.58 |
Average age group | > 35 | > 35 |
Key Summary
ISO | ESTX | |
|---|---|---|
Strategy | 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 132.4m 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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | PALADIN ENERGY LTD (1.86 %) VAULT MINERALS LTD (1.58 %) ALCOA CORPORATION CDI CORP (1.49 %) | ASML Holding NV (9.99 %) Siemens AG (4.30 %) Banco Santander SA (3.74 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0.0055 % | 0.35 % |
Key Summary
ISO | ESTX | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | S&P/ASX Small Ordinaries index | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.0055 % | 0.35 % |
Price | $5.38 | $106.49 |
Size | $131.994 million | $440.158 million |
10Y return | 34.84 % | N/A |
Annual distribution yield (5Y) | 4.44 % | 3.14 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 117 |
Median incremental investment | $771.86 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,345.68 | $4,472.58 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | ESTX | |
|---|---|---|
Pros |
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Cons |
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ISO | ESTX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |