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

39

2

Median incremental investment

$764.16

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$872.46

$1,646.80

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 174.65m 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 27.38m in AUM and 203 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 (39.64 %)

Woodside Energy Group Ltd (8.83 %)

Rio Tinto Ltd (8.55 %)

Life360 Inc Chess Depository Interest (1.83 %)

Pinnacle Investment Management Group Ltd (1.50 %)

Alcoa Corp Chess Depository Receipt (1.48 %)

Top 3 industries

Materials (81.77 %)

Energy (16.13 %)

Other (2.10 %)

Financials (38.76 %)

Other (23.35 %)

Energy (22.19 %)

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

$11.79

$14.32

Size

$170.343 million

$26.274 million

10Y return

42.05 %

31.98 %

Annual distribution yield (5Y)

10.05 %

6.35 %

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

39

2

Median incremental investment

$764.16

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$872.46

$1,646.80

Average age group

26 - 35

> 35


Pros and Cons

OZR

SSO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

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

Lower distribution yield

Higher distribution yield

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