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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 S&P/ASX Small Ordinaries (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

$1,715.80

$1,574.10

Average age group

> 35

26 - 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 26.91m in AUM and 204 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 145.89m in AUM and 204 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 (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

LIFE360 INC. CDI INC (1.75 %)

ALCOA CORPORATION CDI CORP (1.50 %)

VENTIA SERVICES GROUP LTD (1.45 %)

Top 3 industries

Financials (47.14 %)

Other (24.43 %)

Energy (22.19 %)

Materials (21.75 %)

Consumer Discretionary (15.28 %)

Real Estate (12.92 %)

Top 3 countries

Management fee

0.5 %

0.55 %


Key Summary

SSO

ISO

Issuer

SPDR

iShares

Tracking index

S&P/ASX Small Ordinaries index - AUD

S&P/ASX Small Ordinaries index

Asset class

ETF

ETF

Management fee

0.5 %

0.55 %

Price

$14.83

$4.93

Size

$26.783 million

$145.120 million

10Y return

37.57 %

33.60 %

Annual distribution yield (5Y)

6.16 %

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

$1,715.80

$1,574.10

Average age group

> 35

26 - 35


Pros and Cons

SSO

ISO

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SSO

ISO

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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