Compare AU

Compare BNDS vs. SSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Westn Asset Aus Bond Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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