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 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 |
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Cons |
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SSO | ISO |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |