Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 2 |
Median incremental investment | $1,000.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,393.29 | $1,667.50 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | SSO | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.49 % | 0.5 % |
Key Summary
MOAT | SSO | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P/ASX Small Ordinaries index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.5 % |
Price | $133.13 | $14.50 |
Size | $1.007 billion | $26.783 million |
10Y return | N/A | 34.51 % |
Annual distribution yield (5Y) | 3.81 % | 6.16 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 2 |
Median incremental investment | $1,000.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,393.29 | $1,667.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SSO | |
|---|---|---|
Pros |
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Cons |
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MOAT | SSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |