Compare AU

Compare SSO vs. IHCB

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 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

SSO

IHCB

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

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