Compare AU
Compare MQDB 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, shares and ETFs are a popular choice. Two options in the ASX are MQDB and SSO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQDB | 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 | $1,667.50 |
Average age group | N/A | > 35 |
Key Summary
MQDB | SSO | |
---|---|---|
Strategy | MQDB.AX was created on 2002-09-30 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income | 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 | Macquarie Dynamic Bond Active ETF (Managed Fund) (100 %) | 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 (47.53 %) Other (24.67 %) Energy (22.19 %) | |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
Management fee | 0.614 % | 0.5 % |
Key Summary
MQDB | SSO | |
---|---|---|
Issuer | Macquarie | SPDR |
Tracking index | Bloomberg Global Aggregate Index - AUD - Benchmark TR Net Hedged | S&P/ASX Small Ordinaries index - AUD |
Asset class | ETF | ETF |
Management fee | 0.614 % | 0.5 % |
Price | $10.78 | $14.48 |
Size | N/A | $26.783 million |
10Y return | N/A | 34.32 % |
Annual dividend/βdistribution yield (5Y) | 0.12 % | 6.16 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQDB | 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 | $1,667.50 |
Average age group | N/A | > 35 |
Pros and Cons
MQDB | SSO | |
---|---|---|
Pros |
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Cons |
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MQDB | SSO |
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Lower exposure to AU market | Higher 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 |