Compare AU
Compare SSO vs. IHCB
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 Bloomberg Barclays Global Corporate Bond (AUD Hedged) (IHCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | IHCB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $6,000.00 | $2,790.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,665.20 | $4,091.33 |
Average age group | > 35 | 26 - 35 |
Key Summary
SSO | IHCB | |
---|---|---|
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 27.38m in AUM and 203 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. | IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) | ISH GLBL CRP BND ETF USD DIST (102.42 %) USD CASH (0.09 %) AUD CASH (0.02 %) |
Top 3 industries | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) | Other (82.47 %) Communication Services (0.00 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
Management fee | 0.5 % | 0.27 % |
Key Summary
SSO | IHCB | |
---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P ASX Small Ordinaries | Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.27 % |
Price | $14.48 | $91.94 |
Size | $26.966 million | $312.411 million |
10Y return | 34.32 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 3.35 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | IHCB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $6,000.00 | $2,790.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,665.20 | $4,091.33 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SSO | IHCB | |
---|---|---|
Pros |
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Cons |
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SSO | IHCB |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |