Compare AU
Compare SSO vs. ILC
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 S&P/ASX Aussie 20 Large Caps (ILC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | ILC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 36 |
Median incremental investment | $6,000.00 | $920.36 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,665.20 | $2,768.87 |
Average age group | > 35 | > 35 |
Key Summary
SSO | ILC | |
|---|---|---|
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. | ILC.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 695.24m in AUM and 21 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 20 largest Australian securities listed on the ASX. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) | COMMONWEALTH BANK OF AUSTRALIA (15.55 %) BHP GROUP LTD (13.88 %) CSL LTD (9.45 %) |
Top 3 industries | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) | Financials (44.02 %) Materials (20.36 %) Health Care (9.45 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | Australia (98.61 %) United States (1.39 %) |
Management fee | 0.5 % | 0.24 % |
Key Summary
SSO | ILC | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P ASX Small Ordinaries | S&P/ASX 20 - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.24 % |
Price | $14.48 | $32.01 |
Size | $26.966 million | $687.377 million |
10Y return | 34.32 % | 34.78 % |
Annual distribution yield (5Y) | 6.16 % | 6.44 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | ILC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 36 |
Median incremental investment | $6,000.00 | $920.36 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,665.20 | $2,768.87 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | ILC | |
|---|---|---|
Pros |
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Cons |
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SSO | ILC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |