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Compare AU
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 SPDR S&P/ASX 200 Resources ETF (OZR) and the 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 | 35 | 4 |
Median incremental investment | $784.81 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,149.61 | $885.15 |
Average age group | 26 - 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 194.97m in AUM and 50 holdings. The 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 SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 31.53m in AUM and 193 holdings. The 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 (34.02 %) Rio Tinto Ltd (7.86 %) | Capricorn Metals Ltd (1.96 %) Westgold Resources Ltd (1.71 %) Eagers Automotive Ltd (1.68 %) |
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 (96.95 %) United States (2.57 %) China (0.48 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.4 % | 0.5 % |
Key Summary
OZR | SSO | |
|---|---|---|
Issuer | SPDR | SPDR |
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 | $14.80 | $16.87 |
Size | $197.031 million | $31.140 million |
10Y return | 157.84 % | 50.22 % |
Annual distribution yield (5Y) | 7.11 % | 5.60 % |
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 | 35 | 4 |
Median incremental investment | $784.81 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,149.61 | $885.15 |
Average age group | 26 - 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 |