Compare AU
Compare BNDS 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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS) 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
BNDS | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $625.59 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $922.74 | $1,705.45 |
Average age group | > 35 | > 35 |
Key Summary
BNDS | SSO | |
|---|---|---|
Strategy | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. | 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 26.91m in AUM and 204 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 | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %) | Life360 Inc Chess Depository Interest (1.75 %) Alcoa Corp Chess Depository Receipt (1.71 %) Zip Co Ltd (1.47 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
Management fee | 0.42 % | 0.5 % |
Key Summary
BNDS | SSO | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Bloomberg AusBond Composite Index - AUD | S&P/ASX Small Ordinaries index - AUD |
Asset class | ETF | ETF |
Management fee | 0.42 % | 0.5 % |
Price | $23.66 | $14.83 |
Size | $756.531 million | $26.783 million |
10Y return | N/A | 37.57 % |
Annual distribution yield (5Y) | 2.47 % | 6.16 % |
Market | ASX | ASX |
First listed date | 16/11/2018 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNDS | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $625.59 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $922.74 | $1,705.45 |
Average age group | > 35 | > 35 |
Pros and Cons
BNDS | SSO | |
|---|---|---|
Pros |
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Cons |
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BNDS | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |