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Compare OZR 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 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 |
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Cons |
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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 |