Compare AU

Compare SSO vs. MOAT

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 Morningstar US 'Wide Moat' (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

MOAT

Popularity

Low

Low

Pearlers invested

2

523

Median incremental investment

$6,000.00

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,715.80

$4,282.56

Average age group

> 35

> 35


Key Summary

SSO

MOAT

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.

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

Top 3 holdings

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

Salesforce Inc (3.08 %)

Bristol-Myers Squibb Co (3.00 %)

Gilead Sciences Inc (2.94 %)

Top 3 industries

Financials (47.14 %)

Other (24.43 %)

Energy (22.19 %)

Other (23.89 %)

Health Care (20.80 %)

Information Technology (20.43 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.5 %

0.49 %


Key Summary

SSO

MOAT

Issuer

SPDR

VanEck

Tracking index

S&P/ASX Small Ordinaries index - AUD

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.5 %

0.49 %

Price

$14.83

$133.61

Size

$26.783 million

$1.007 billion

10Y return

37.57 %

N/A

Annual distribution yield (5Y)

6.16 %

3.81 %

Market

ASX

ASX

First listed date

13/04/2011

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

SSO

MOAT

Popularity

Low

Low

Pearlers invested

2

523

Median incremental investment

$6,000.00

$1,000.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,715.80

$4,282.56

Average age group

> 35

> 35


Pros and Cons

SSO

MOAT

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SSO

MOAT

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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