Compare AU
Compare SSO vs. EIGA
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 Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $6,000.00 | $599.77 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,667.50 | $1,505.40 |
Average age group | > 35 | > 35 |
Key Summary
SSO | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.5 % | 0.8 % |
Key Summary
SSO | EIGA | |
|---|---|---|
Issuer | SPDR | Perennial |
Tracking index | S&P/ASX Small Ordinaries index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.8 % |
Price | $14.50 | $3.87 |
Size | $26.783 million | N/A |
10Y return | 34.51 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 6.53 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $6,000.00 | $599.77 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,667.50 | $1,505.40 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | EIGA | |
|---|---|---|
Pros |
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Cons |
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SSO | EIGA |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |