Compare AU
Compare SSO vs. IIGF
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 ETF (SSO) and the Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $6,000.00 | $1,038.06 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,704.78 | $2,016.30 |
Average age group | > 35 | > 35 |
Key Summary
SSO | IIGF | |
|---|---|---|
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 26.27m in AUM and 201 holdings. The 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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 90.81m in AUM and 27 holdings. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Perseus Mining Ltd (1.72 %) Genesis Minerals Ltd (1.66 %) Capricorn Metals Ltd (1.42 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Materials (52.96 %) Financials (37.22 %) Other (32.33 %) | Other (23.42 %) Health Care (19.12 %) Consumer Discretionary (16.58 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.5 % | 0.97 % |
Key Summary
SSO | IIGF | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.97 % |
Price | $14.76 | $2.86 |
Size | $26.136 million | $89.791 million |
10Y return | 24.14 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 5.45 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $6,000.00 | $1,038.06 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,704.78 | $2,016.30 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | IIGF | |
|---|---|---|
Pros |
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Cons |
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SSO | IIGF |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |