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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 | 6 | 122 |
Median incremental investment | $1,000.00 | $1,990.48 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,472.04 | $5,030.98 |
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 30.3m in AUM and 197 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 1027.88m in AUM and 39 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 (2.10 %) Regis Resources Ltd (2.07 %) Westgold Resources Ltd (2.02 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (7.22 %) TELSTRA GROUP LTD (6.40 %) |
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 (88.50 %) United States (3.68 %) New Zealand (3.50 %) | Australia (93.77 %) United States (5.06 %) New Zealand (1.17 %) |
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 | $15.66 | $32.99 |
Size | $28.002 million | $1.019 billion |
10Y return | 36.17 % | 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 | 6 | 122 |
Median incremental investment | $1,000.00 | $1,990.48 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,472.04 | $5,030.98 |
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 |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |