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Compare 29BB vs. SSO
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $10,000.00 | $1,000.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $25,889.32 | $1,352.66 |
Average age group | > 35 | > 35 |
Key Summary
29BB | SSO | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 27.67m in AUM and 200 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (3.84 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.54 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.02 %) | Codan Ltd (1.64 %) Vault Minerals Ltd (1.62 %) Ventia Services Group Ltd (1.57 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | |
Management fee | 0 % | 0.5 % |
Key Summary
29BB | SSO | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.5 % |
Price | $24.68 | $14.39 |
Size | N/A | $25.345 million |
10Y return | N/A | 10.95 % |
Annual distribution yield (5Y) | 2.34 % | 5.93 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $10,000.00 | $1,000.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $25,889.32 | $1,352.66 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | SSO | |
|---|---|---|
Pros |
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Cons |
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29BB | SSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |