Compare AU

Compare SSO vs. MVB

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 Aussie Large-Cap Banks (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

MVB

Popularity

Low

Low

Pearlers invested

2

101

Median incremental investment

$6,000.00

$710.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,667.50

$1,820.31

Average age group

> 35

> 35


Key Summary

SSO

MVB

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.

MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Life360 Inc Chess Depository Interest (1.90 %)

Alcoa Corp Chess Depository Receipt (1.60 %)

Pinnacle Investment Management Group Ltd (1.53 %)

Commonwealth Bank of Australia (21.40 %)

Westpac Banking Corp (19.94 %)

National Australia Bank Ltd (19.54 %)

Top 3 industries

Financials (47.53 %)

Other (24.67 %)

Energy (22.19 %)

Financials (99.87 %)

Other (0.13 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Australia (100.00 %)

Management fee

0.5 %

0.28 %


Key Summary

SSO

MVB

Issuer

SPDR

VanEck

Tracking index

S&P/ASX Small Ordinaries index - AUD

MVIS Australia Banks Index - AUD

Asset class

ETF

ETF

Management fee

0.5 %

0.28 %

Price

$14.48

$38.80

Size

$26.783 million

$232.561 million

10Y return

34.32 %

53.42 %

Annual distribution yield (5Y)

6.16 %

6.55 %

Market

ASX

ASX

First listed date

13/04/2011

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

SSO

MVB

Popularity

Low

Low

Pearlers invested

2

101

Median incremental investment

$6,000.00

$710.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,667.50

$1,820.31

Average age group

> 35

> 35


Pros and Cons

SSO

MVB

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

SSO

MVB

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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