Compare AU
Compare IUSG 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | SSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $1,679.00 |
Average age group | N/A | > 35 |
Key Summary
IUSG | SSO | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 26.91m in AUM and 204 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 | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | Life360 Inc Chess Depository Interest (1.75 %) Alcoa Corp Chess Depository Receipt (1.71 %) Zip Co Ltd (1.47 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
Management fee | 0.26 % | 0.5 % |
Key Summary
IUSG | SSO | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | S&P/ASX Small Ordinaries index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.5 % |
Price | $101.59 | $14.60 |
Size | $6.532 million | $26.783 million |
10Y return | N/A | 35.44 % |
Annual distribution yield (5Y) | 0.67 % | 6.16 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | SSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $1,679.00 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | SSO | |
|---|---|---|
Pros |
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Cons |
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IUSG | SSO |
|---|---|
Lower exposure to AU market | Higher 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 |