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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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO) and the Betashares Climate Change Innovation ETF (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 | 6 | 328 |
Median incremental investment | $1,000.00 | $651.76 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,565.10 | $1,170.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
SSO | ERTH | |
|---|---|---|
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 29.57m in AUM and 197 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. | 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 | Westgold Resources Ltd (2.35 %) Greatland Resources Ltd (2.34 %) Regis Resources Ltd (2.29 %) | CLP - CHILEAN PESO (0 %) VERTIV HOLDINGS CO (5.67 %) CARRIER GLOBAL CORP (4.49 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Other (54.66 %) Information Technology (16.56 %) Industrials (16.35 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | United States (48.51 %) China (9.08 %) Switzerland (6.95 %) |
Management fee | 0.5 % | 0.55 % |
Key Summary
SSO | ERTH | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX Small Ordinaries | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.55 % |
Price | $16.65 | $10.05 |
Size | $30.019 million | $82.288 million |
10Y return | 45.41 % | N/A |
Annual distribution yield (5Y) | 5.74 % | 0.57 % |
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 | 6 | 328 |
Median incremental investment | $1,000.00 | $651.76 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,565.10 | $1,170.83 |
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |