Compare AU

Compare SSO vs. BBOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX Small Ordinaries 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 Small Ordinaries Fund (SSO) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

BBOZ

Popularity

Low

Low

Pearlers invested

2

16

Median incremental investment

$6,000.00

$3,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,679.00

$3,756.94

Average age group

> 35

> 35


Key Summary

SSO

BBOZ

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 26.91m in AUM and 204 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.

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Top 3 industries

Financials (47.53 %)

Other (24.67 %)

Energy (22.19 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.5 %

1.38 %


Key Summary

SSO

BBOZ

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX Small Ordinaries index - AUD

Asset class

ETF

ETF

Management fee

0.5 %

1.38 %

Price

$14.60

$25.13

Size

$26.783 million

$300.594 million

10Y return

35.44 %

N/A

Annual distribution yield (5Y)

6.16 %

0.53 %

Market

ASX

ASX

First listed date

13/04/2011

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

SSO

BBOZ

Popularity

Low

Low

Pearlers invested

2

16

Median incremental investment

$6,000.00

$3,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,679.00

$3,756.94

Average age group

> 35

> 35


Pros and Cons

SSO

BBOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

SSO

BBOZ

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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