Compare AU
Compare SSO vs. ISO
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 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 |
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Cons |
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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 |