Compare AU
Compare MVB 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 VanEck Australian Banks ETF (MVB) 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
MVB | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 2 |
Median incremental investment | $746.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,712.68 | $1,590.44 |
Average age group | > 35 | > 35 |
Key Summary
MVB | SSO | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the 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 28.24m in AUM and 202 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 | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) | Life360 Inc Chess Depository Interest (1.85 %) Perseus Mining Ltd (1.59 %) Sigma Healthcare Ltd (1.55 %) |
Top 3 industries | Financials (99.97 %) Other (0.13 %) | Materials (30.37 %) Financials (28.11 %) Energy (22.19 %) |
Top 3 countries | Australia (100.00 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.28 % | 0.5 % |
Key Summary
MVB | SSO | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Banks Index - AUD | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.5 % |
Price | $35.73 | $13.77 |
Size | $213.950 million | $28.010 million |
10Y return | 21.00 % | 18.40 % |
Annual distribution yield (5Y) | 6.04 % | 6.08 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 2 |
Median incremental investment | $746.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,712.68 | $1,590.44 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | SSO | |
|---|---|---|
Pros |
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Cons |
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MVB | 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 |