Compare AU

Compare SSO vs. QOZ

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 BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SSO

QOZ

Popularity

Low

Low

Pearlers invested

2

45

Median incremental investment

$6,000.00

$1,115.92

Median investment frequency

Weekly

Monthly

Median total investment

$1,646.80

$2,268.72

Average age group

> 35

> 35


Key Summary

SSO

QOZ

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 27.38m in AUM and 203 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.

QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses.

Top 3 holdings

Life360 Inc Chess Depository Interest (1.83 %)

Pinnacle Investment Management Group Ltd (1.50 %)

Alcoa Corp Chess Depository Receipt (1.48 %)

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Top 3 industries

Financials (38.76 %)

Other (23.35 %)

Energy (22.19 %)

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.5 %

0.4 %


Key Summary

SSO

QOZ

Issuer

SPDR

BetaShares

Tracking index

S&P ASX Small Ordinaries

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.5 %

0.4 %

Price

$14.32

$16.44

Size

$26.274 million

$635.716 million

10Y return

31.98 %

32.15 %

Annual distribution yield (5Y)

6.35 %

6.69 %

Market

ASX

ASX

First listed date

13/04/2011

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

SSO

QOZ

Popularity

Low

Low

Pearlers invested

2

45

Median incremental investment

$6,000.00

$1,115.92

Median investment frequency

Weekly

Monthly

Median total investment

$1,646.80

$2,268.72

Average age group

> 35

> 35


Pros and Cons

SSO

QOZ

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

QOZ

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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