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Compare SSO vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 64 |
Median incremental investment | $1,000.00 | $1,018.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,496.48 | $2,102.82 |
Average age group | > 35 | > 35 |
Key Summary
SSO | GARP | |
|---|---|---|
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 30.3m 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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | Greatland Resources Ltd (2.20 %) Regis Resources Ltd (2.20 %) Westgold Resources Ltd (2.19 %) | Eli Lilly and Co (4.96 %) Meta Platforms Inc Class A (4.93 %) NVIDIA Corp (4.81 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) |
Management fee | 0.5 % | 0 % |
Key Summary
SSO | GARP | |
|---|---|---|
Issuer | State Street | Global X |
Tracking index | S&P ASX Small Ordinaries | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0 % |
Price | $15.92 | $12.12 |
Size | $29.170 million | $131.846 million |
10Y return | 37.36 % | N/A |
Annual distribution yield (5Y) | 5.74 % | 1.21 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 64 |
Median incremental investment | $1,000.00 | $1,018.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,496.48 | $2,102.82 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | GARP | |
|---|---|---|
Pros |
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Cons |
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SSO | GARP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |