Compare AU

Compare SSO vs. BEAR

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 Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

BEAR

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$6,000.00

$1,175.25

Median investment frequency

Weekly

Monthly

Median total investment

$1,697.40

$2,231.84

Average age group

> 35

26 - 35


Key Summary

SSO

BEAR

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.

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

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 (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Financials (47.14 %)

Other (24.43 %)

Energy (22.19 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

0.5 %

1.38 %


Key Summary

SSO

BEAR

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX Small Ordinaries index - AUD

Asset class

ETF

ETF

Management fee

0.5 %

1.38 %

Price

$14.81

$7.52

Size

$26.783 million

$42.599 million

10Y return

39.45 %

-58.95 %

Annual distribution yield (5Y)

6.16 %

0.28 %

Market

ASX

ASX

First listed date

13/04/2011

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

SSO

BEAR

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$6,000.00

$1,175.25

Median investment frequency

Weekly

Monthly

Median total investment

$1,697.40

$2,231.84

Average age group

> 35

26 - 35


Pros and Cons

SSO

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SSO

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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