Compare AU
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 SPDR S&P/ASX Small Ordinaries Fund (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 | 2 | 37 |
Median incremental investment | $6,000.00 | $3,500.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,646.80 | $5,217.08 |
Average age group | > 35 | > 35 |
Key Summary
SSO | AQLT | |
|---|---|---|
Strategy | 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. 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 | Life360 Inc Chess Depository Interest (1.83 %) Pinnacle Investment Management Group Ltd (1.50 %) Alcoa Corp Chess Depository Receipt (1.48 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Financials (38.76 %) Other (23.35 %) Energy (22.19 %) | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) |
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 | SPDR | BetaShares |
Tracking index | S&P ASX Small Ordinaries | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.35 % |
Price | $14.32 | $31.24 |
Size | $26.274 million | $336.465 million |
10Y return | 31.98 % | N/A |
Annual distribution yield (5Y) | 6.35 % | 2.12 % |
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 | 2 | 37 |
Median incremental investment | $6,000.00 | $3,500.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,646.80 | $5,217.08 |
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |