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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 State Street SPDR S&P/ASX Small Ordinaries ETF (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 | 6 | 9 |
Median incremental investment | $1,000.00 | $756.18 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,474.86 | $2,284.64 |
Average age group | > 35 | > 35 |
Key Summary
SSO | ISO | |
|---|---|---|
Strategy | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 30.3m in AUM and 197 holdings. The State Street 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. | 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 194.34m in AUM and 196 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 | Greatland Resources Ltd (2.09 %) Regis Resources Ltd (2.03 %) Westgold Resources Ltd (1.98 %) | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) |
Management fee | 0.5 % | 0.55 % |
Key Summary
SSO | ISO | |
|---|---|---|
Issuer | State Street | 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 | $15.69 | $5.24 |
Size | $28.002 million | $190.318 million |
10Y return | 33.76 % | 32.66 % |
Annual distribution yield (5Y) | 5.74 % | 4.44 % |
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 | 6 | 9 |
Median incremental investment | $1,000.00 | $756.18 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,474.86 | $2,284.64 |
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 |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |