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Compare AU
Compare SSO vs. HVST
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 Betashares Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 78 |
Median incremental investment | $1,000.00 | $990.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,516.22 | $1,943.37 |
Average age group | > 35 | > 35 |
Key Summary
SSO | HVST | |
|---|---|---|
Strategy | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. 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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Paladin Energy Ltd (1.81 %) Vault Minerals Ltd (1.57 %) Alcoa Corp Chess Depository Receipt (1.48 %) | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.80 %) BHP GROUP LTD (9.90 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) |
Management fee | 0.5 % | 0.65 % |
Key Summary
SSO | HVST | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.65 % |
Price | $16.13 | $13.59 |
Size | $28.132 million | $288.801 million |
10Y return | 38.45 % | -34.32 % |
Annual distribution yield (5Y) | 5.74 % | 5.33 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 78 |
Median incremental investment | $1,000.00 | $990.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,516.22 | $1,943.37 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | HVST | |
|---|---|---|
Pros |
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Cons |
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SSO | HVST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |