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Compare SSO vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 12 |
Median incremental investment | $1,000.00 | $10,018.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,352.66 | $30,176.16 |
Average age group | > 35 | > 35 |
Key Summary
SSO | BSUB | |
|---|---|---|
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 28.17m in AUM and 198 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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 809.57m in AUM and 13 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Vault Minerals Ltd (2.35 %) Codan Ltd (1.84 %) Ventia Services Group Ltd (1.54 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2699% JAN-34 (10.04 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.8442% JAN-35 (9.38 %) WESTPAC BANKING CORP 5.801% AUG-36 (9.09 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | |
Management fee | 0.5 % | 0.29 % |
Key Summary
SSO | BSUB | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX Small Ordinaries | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.29 % |
Price | $14.39 | $25.66 |
Size | $27.574 million | $813.124 million |
10Y return | 14.66 % | N/A |
Annual distribution yield (5Y) | 5.93 % | 3.52 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 12 |
Median incremental investment | $1,000.00 | $10,018.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,352.66 | $30,176.16 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | BSUB | |
|---|---|---|
Pros |
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Cons |
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SSO | BSUB |
|---|---|
Higher exposure to AU market | Lower 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 |