Compare AU
Compare SSO vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $6,000.00 | $689.47 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,705.45 | $2,585.94 |
Average age group | > 35 | > 35 |
Key Summary
SSO | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.75 %) Alcoa Corp Chess Depository Receipt (1.71 %) Zip Co Ltd (1.47 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.5 % | 0.55 % |
Key Summary
SSO | GOAT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX Small Ordinaries index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.55 % |
Price | $14.70 | $27.84 |
Size | $26.783 million | $41.040 million |
10Y return | 36.36 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 2.60 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $6,000.00 | $689.47 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,705.45 | $2,585.94 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | GOAT | |
|---|---|---|
Pros |
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Cons |
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SSO | GOAT |
|---|---|
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 |