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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 iShares Core S&P/ASX 200 ETF (IOZ) 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
IOZ | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 6 |
Median incremental investment | $997.82 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,826.09 | $1,472.04 |
Average age group | > 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 State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 30.3m in AUM and 197 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 (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Greatland Resources Ltd (2.09 %) Regis Resources Ltd (2.03 %) Westgold Resources Ltd (1.98 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.05 % | 0.5 % |
Key Summary
IOZ | SSO | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P ASX 200 | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.5 % |
Price | $34.89 | $15.66 |
Size | $8.456 billion | $28.002 million |
10Y return | 61.38 % | 37.61 % |
Annual distribution yield (5Y) | 4.03 % | 5.74 % |
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 | 965 | 6 |
Median incremental investment | $997.82 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,826.09 | $1,472.04 |
Average age group | > 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 |