Compare AU

Compare SSO vs. GOAT

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 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

  • 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

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

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