Compare AU

Compare SSO vs. ISO

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 iShares S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

ISO

Popularity

Low

Low

Pearlers invested

2

9

Median incremental investment

$6,000.00

$471.50

Median investment frequency

Weekly

Monthly

Median total investment

$1,646.80

$1,504.14

Average age group

> 35

> 35


Key Summary

SSO

ISO

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.

ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 148.33m in AUM and 203 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 200 largest Australian securities listed on the ASX.

Top 3 holdings

Life360 Inc Chess Depository Interest (1.83 %)

Pinnacle Investment Management Group Ltd (1.50 %)

Alcoa Corp Chess Depository Receipt (1.48 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Financials (38.76 %)

Other (23.35 %)

Energy (22.19 %)

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Management fee

0.5 %

0.55 %


Key Summary

SSO

ISO

Issuer

SPDR

iShares

Tracking index

S&P ASX Small Ordinaries

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.5 %

0.55 %

Price

$14.32

$4.73

Size

$26.274 million

$142.265 million

10Y return

31.38 %

26.13 %

Annual distribution yield (5Y)

6.35 %

5.16 %

Market

ASX

ASX

First listed date

13/04/2011

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

SSO

ISO

Popularity

Low

Low

Pearlers invested

2

9

Median incremental investment

$6,000.00

$471.50

Median investment frequency

Weekly

Monthly

Median total investment

$1,646.80

$1,504.14

Average age group

> 35

> 35


Pros and Cons

SSO

ISO

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SSO

ISO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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