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Compare IESG 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 iShares Core MSCI Australia Esg ETF (IESG) and the State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IESG | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 72 | 6 |
Median incremental investment | $1,554.91 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,517.84 | $1,394.00 |
Average age group | > 35 | > 35 |
Key Summary
IESG | SSO | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 435.62m in AUM and 79 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 31.74m in AUM and 194 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | Westgold Resources Ltd (2.11 %) Greatland Resources Ltd (2.06 %) Regis Resources Ltd (2.01 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.01 % | 0.5 % |
Key Summary
IESG | SSO | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.5 % |
Price | $31.64 | $16.40 |
Size | $435.430 million | $29.353 million |
10Y return | N/A | 55.01 % |
Annual distribution yield (5Y) | 2.28 % | 5.74 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 72 | 6 |
Median incremental investment | $1,554.91 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,517.84 | $1,394.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IESG | SSO | |
|---|---|---|
Pros |
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Cons |
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IESG | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |