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Compare SSO vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 2 |
Median incremental investment | $1,000.00 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,478.62 | $3,657.50 |
Average age group | > 35 | > 35 |
Key Summary
SSO | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Westgold Resources Ltd (2.35 %) Greatland Resources Ltd (2.34 %) Regis Resources Ltd (2.29 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.5 % | 0.65 % |
Key Summary
SSO | GIVE | |
|---|---|---|
Issuer | State Street | Perpetual |
Tracking index | S&P ASX Small Ordinaries | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.65 % |
Price | $15.73 | $2.75 |
Size | $29.170 million | N/A |
10Y return | 35.72 % | N/A |
Annual distribution yield (5Y) | 5.74 % | 9.52 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 2 |
Median incremental investment | $1,000.00 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,478.62 | $3,657.50 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | GIVE | |
|---|---|---|
Pros |
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Cons |
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SSO | GIVE |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |