Compare AU
Compare HLTH 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 VanEck Global Healthcare Leaders ETF (HLTH) 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
HLTH | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 2 |
Median incremental investment | $541.05 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,632.00 | $1,681.68 |
Average age group | > 35 | > 35 |
Key Summary
HLTH | SSO | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. 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 | Waters Corp (2.67 %) DexCom Inc (2.67 %) Intuitive Surgical Inc (2.65 %) | Life360 Inc Chess Depository Interest (1.91 %) Pinnacle Investment Management Group Ltd (1.60 %) Zip Co Ltd (1.48 %) |
Top 3 industries | Health Care (100.00 %) Other (9.88 %) | Financials (39.48 %) Energy (22.19 %) Materials (18.83 %) |
Top 3 countries | United States (68.78 %) Japan (13.50 %) Denmark (7.34 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.45 % | 0.5 % |
Key Summary
HLTH | SSO | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.5 % |
Price | $12.00 | $14.56 |
Size | $51.163 million | $26.807 million |
10Y return | N/A | 28.74 % |
Annual distribution yield (5Y) | 0.58 % | 6.08 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 2 |
Median incremental investment | $541.05 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,632.00 | $1,681.68 |
Average age group | > 35 | > 35 |
Pros and Cons
HLTH | SSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HLTH | SSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |