Compare AU
Compare AQLT 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 Australian Quality ETF (AQLT) and the SPDR S&P/ASX Small Ordinaries Fund (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 2 |
Median incremental investment | $2,993.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,974.93 | $1,590.44 |
Average age group | > 35 | > 35 |
Key Summary
AQLT | SSO | |
|---|---|---|
Strategy | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 395.5m in AUM and 39 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 28.24m in AUM and 202 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) TELSTRA GROUP LTD (7.17 %) COMMONWEALTH BANK OF AUSTRALIA (6.95 %) | Life360 Inc Chess Depository Interest (1.85 %) Perseus Mining Ltd (1.59 %) Sigma Healthcare Ltd (1.55 %) |
Top 3 industries | Financials (39.11 %) Materials (12.33 %) Consumer Discretionary (10.55 %) | Materials (30.37 %) Financials (28.11 %) Energy (22.19 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.35 % | 0.5 % |
Key Summary
AQLT | SSO | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australia 200 Index - AUD | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.5 % |
Price | $29.21 | $13.77 |
Size | $398.898 million | $28.010 million |
10Y return | N/A | 18.40 % |
Annual distribution yield (5Y) | 2.46 % | 6.08 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 2 |
Median incremental investment | $2,993.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,974.93 | $1,590.44 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | SSO | |
|---|---|---|
Pros |
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Cons |
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AQLT | SSO |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |