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Compare AU

Compare OZR vs. SSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

State Street SPDR S&P/ASX 200 Resources ETF

ASX

Buy

Buy

Overview
Performance

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 State Street SPDR S&P/ASX 200 Resources ETF (OZR) 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

OZR

SSO

Popularity

Low

Low

Pearlers invested

41

6

Median incremental investment

$853.31

$1,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,265.88

$1,478.62

Average age group

> 35

> 35

Key Summary

OZR

SSO

Strategy

OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 273.16m in AUM and 51 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources 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 (36.67 %)

Rio Tinto Ltd (7.66 %)

Westgold Resources Ltd (2.35 %)

Greatland Resources Ltd (2.34 %)

Regis Resources Ltd (2.29 %)

Top 3 industries

Materials (79.93 %)

Energy (17.37 %)

Other (2.70 %)

Financials (38.86 %)

Materials (33.04 %)

Other (32.33 %)

Top 3 countries

Australia (95.00 %)

United States (3.33 %)

United Kingdom of Great Britain and Northern Ireland (0.97 %)

Australia (88.50 %)

United States (3.68 %)

New Zealand (3.50 %)

Management fee

0.4 %

0.5 %

Key Summary

OZR

SSO

Issuer

SPDR

State Street

Tracking index

S&P/ASX 200 Resources Index - AUD

S&P ASX Small Ordinaries

Asset class

ETF

ETF

Management fee

0.4 %

0.5 %

Price

$16.64

$15.92

Size

$264.416 million

$29.170 million

10Y return

161.64 %

37.36 %

Annual distribution yield (5Y)

7.07 %

5.74 %

Market

ASX

ASX

First listed date

13/04/2011

13/04/2011

Purchase fee

$6.50

$6.50

Community Stats

OZR

SSO

Popularity

Low

Low

Pearlers invested

41

6

Median incremental investment

$853.31

$1,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,265.88

$1,478.62

Average age group

> 35

> 35

Pros and Cons

OZR

SSO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZR

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

Higher distribution yield

Lower distribution yield