Compare AU
Compare SSO vs. ERTH
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 Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 374 |
Median incremental investment | $6,000.00 | $601.32 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,681.30 | $943.34 |
Average age group | > 35 | 26 - 35 |
Key Summary
SSO | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.75 %) Alcoa Corp Chess Depository Receipt (1.71 %) Zip Co Ltd (1.47 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.5 % | 0.55 % |
Key Summary
SSO | ERTH | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.55 % |
Price | $14.60 | $9.32 |
Size | $26.783 million | $95.069 million |
10Y return | 35.44 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 0.58 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 374 |
Median incremental investment | $6,000.00 | $601.32 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,681.30 | $943.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SSO | ERTH | |
|---|---|---|
Pros |
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Cons |
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SSO | ERTH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |