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Compare MVR 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 Resources ETF (MVR) and the State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 193 | 6 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,527.74 | $1,475.80 |
Average age group | > 35 | > 35 |
Key Summary
MVR | SSO | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 30.3m in AUM and 197 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | BHP Group Ltd (8.49 %) Woodside Energy Group Ltd (7.90 %) Rio Tinto Ltd (6.70 %) | Greatland Resources Ltd (2.20 %) Regis Resources Ltd (2.20 %) Westgold Resources Ltd (2.19 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (100.00 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.35 % | 0.5 % |
Key Summary
MVR | SSO | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | MVIS Australia Energy & Mining Index - AUD | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.5 % |
Price | $46.78 | $15.70 |
Size | $648.863 million | $29.170 million |
10Y return | 194.77 % | 35.46 % |
Annual distribution yield (5Y) | 4.35 % | 5.74 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 193 | 6 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,527.74 | $1,475.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | SSO | |
|---|---|---|
Pros |
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Cons |
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MVR | 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 |