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Compare AU
Compare ISO 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 S&P/ASX Small Ordinaries ETF (ISO) 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
ISO | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 6 |
Median incremental investment | $771.86 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,289.00 | $1,472.04 |
Average age group | > 35 | > 35 |
Key Summary
ISO | SSO | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 183.92m in AUM and 196 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance 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 27.7m in AUM and 196 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 | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | Paladin Energy Ltd (1.71 %) Ventia Services Group Ltd (1.55 %) Vault Minerals Ltd (1.42 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.55 % | 0.5 % |
Key Summary
ISO | SSO | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P/ASX Small Ordinaries index | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.5 % |
Price | $5.25 | $15.66 |
Size | $184.308 million | $27.064 million |
10Y return | 33.93 % | 35.82 % |
Annual distribution yield (5Y) | 4.44 % | 5.74 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 6 |
Median incremental investment | $771.86 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,289.00 | $1,472.04 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | SSO | |
|---|---|---|
Pros |
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Cons |
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ISO | SSO |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |