Compare AU
Compare SSO vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $6,000.00 | $290.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,667.50 | $0 |
Average age group | > 35 | N/A |
Key Summary
SSO | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.5 % | 0.99 % |
Key Summary
SSO | LSGE | |
|---|---|---|
Issuer | SPDR | Loomis Sayles |
Tracking index | S&P/ASX Small Ordinaries index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.99 % |
Price | $14.48 | $3.70 |
Size | $26.783 million | $49.795 million |
10Y return | 34.32 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 0.71 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $6,000.00 | $290.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,667.50 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SSO | LSGE | |
|---|---|---|
Pros |
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Cons |
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SSO | LSGE |
|---|---|
Higher exposure to AU market | Lower 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 |