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Compare SMLL vs. OPPT
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 Betashares Australian Small Companies Select ETF (SMLL) and the Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 6 |
Median incremental investment | $1,994.35 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,359.42 | $5,097.80 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | OPPT | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. |
Top 3 holdings | SPI 200 FUTURES DEC25 (0 %) PERSEUS MINING LTD (5.25 %) EAGERS AUTOMOTIVE LTD (4.13 %) | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.39 % | 0 % |
Key Summary
SMLL | OPPT | |
|---|---|---|
Issuer | BetaShares | Magellan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $4.68 | $1.815 |
Size | $306.355 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.25 % | 5.83 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 6 |
Median incremental investment | $1,994.35 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,359.42 | $5,097.80 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | OPPT | |
|---|---|---|
Pros |
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Cons |
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SMLL | OPPT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |