Compare AU
Compare GOAT 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 Morningstar World ex AUS 'Wide Moat' (GOAT) 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
GOAT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,610.38 | $1,665.20 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | SSO | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 27.38m in AUM and 203 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 | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.55 % | 0.5 % |
Key Summary
GOAT | SSO | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.5 % |
Price | $27.77 | $14.48 |
Size | $43.795 million | $26.966 million |
10Y return | N/A | 34.32 % |
Annual distribution yield (5Y) | 2.60 % | 6.16 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,610.38 | $1,665.20 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | SSO | |
|---|---|---|
Pros |
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Cons |
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GOAT | SSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |