Compare AU
Compare IOZ 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 S&P Aussie 200 (IOZ) 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
IOZ | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 698 | 2 |
Median incremental investment | $1,007.67 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,345.70 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | SSO | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | 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 (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.05 % | 0.5 % |
Key Summary
IOZ | SSO | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.5 % |
Price | $33.51 | $14.48 |
Size | $6.371 billion | $26.966 million |
10Y return | 48.21 % | 34.32 % |
Annual distribution yield (5Y) | 5.36 % | 6.16 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 698 | 2 |
Median incremental investment | $1,007.67 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,345.70 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | SSO | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |