Compare AU

Compare SSO vs. ERTH

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 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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