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Compare SSO vs. AQLT
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 Small Ordinaries ETF (SSO) and the Betashares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 116 |
Median incremental investment | $3,500.00 | $1,993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,044.58 | $5,666.00 |
Average age group | > 35 | > 35 |
Key Summary
SSO | AQLT | |
|---|---|---|
Strategy | 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 29.12m in AUM and 194 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 907.06m in AUM and 40 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | Greatland Resources Ltd (1.99 %) Westgold Resources Ltd (1.93 %) Vault Minerals Ltd (1.88 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (6.88 %) WESFARMERS LTD (5.97 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Financials (36.51 %) Consumer Discretionary (13.82 %) Materials (13.48 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | Australia (95.56 %) United States (3.31 %) China (1.13 %) |
Management fee | 0.5 % | 0.35 % |
Key Summary
SSO | AQLT | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX Small Ordinaries | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.35 % |
Price | $18.11 | $34.01 |
Size | $29.672 million | $928.261 million |
10Y return | 65.09 % | N/A |
Annual distribution yield (5Y) | 5.74 % | 3.07 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 116 |
Median incremental investment | $3,500.00 | $1,993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,044.58 | $5,666.00 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | AQLT | |
|---|---|---|
Pros |
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Cons |
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SSO | AQLT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |