Compare AU
Compare MVE 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 S&P Aussie 50 Mid-Caps (MVE) 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
MVE | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 2 |
Median incremental investment | $668.99 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,917.20 | $1,665.20 |
Average age group | > 35 | > 35 |
Key Summary
MVE | SSO | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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 27.38m in AUM and 203 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 | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.45 % | 0.5 % |
Key Summary
MVE | SSO | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.5 % |
Price | $40.80 | $14.48 |
Size | $316.300 million | $26.966 million |
10Y return | 107.32 % | 34.32 % |
Annual distribution yield (5Y) | 3.49 % | 6.16 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 2 |
Median incremental investment | $668.99 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,917.20 | $1,665.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | SSO | |
|---|---|---|
Pros |
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Cons |
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MVE | 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 |