Compare AU

Compare OZR vs. SSO

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

SPDR S&P/ASX 200 Resources Fund

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 SPDR S&P/ASX 200 Resources Fund (OZR) 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

OZR

SSO

Popularity

Low

Low

Pearlers invested

40

2

Median incremental investment

$764.16

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$908.16

$1,705.45

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 158.4m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund 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 26.91m in AUM and 204 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

BHP Group Ltd (38.83 %)

Woodside Energy Group Ltd (8.85 %)

Rio Tinto Ltd (8.22 %)

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

Top 3 industries

Materials (81.09 %)

Energy (16.71 %)

Other (2.20 %)

Financials (47.14 %)

Other (24.43 %)

Energy (22.19 %)

Top 3 countries

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 index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.5 %

Price

$12.19

$14.83

Size

$174.715 million

$26.783 million

10Y return

46.16 %

37.57 %

Annual distribution yield (5Y)

9.65 %

6.16 %

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

40

2

Median incremental investment

$764.16

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$908.16

$1,705.45

Average age group

26 - 35

> 35


Pros and Cons

OZR

SSO

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZR

SSO

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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