Compare AU
Compare SSO vs. RDV
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 Russell Aussie Dividends (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 26 |
Median incremental investment | $6,000.00 | $553.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,665.20 | $1,379.39 |
Average age group | > 35 | > 35 |
Key Summary
SSO | RDV | |
|---|---|---|
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. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
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 (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) |
Top 3 industries | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) | Financials (64.11 %) Materials (14.57 %) Communication Services (7.99 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.5 % | 0.34 % |
Key Summary
SSO | RDV | |
|---|---|---|
Issuer | SPDR | Russell |
Tracking index | S&P ASX Small Ordinaries | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.34 % |
Price | $14.48 | $31.71 |
Size | $26.966 million | $256.108 million |
10Y return | 34.32 % | 10.64 % |
Annual distribution yield (5Y) | 6.16 % | 6.63 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 26 |
Median incremental investment | $6,000.00 | $553.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,665.20 | $1,379.39 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | RDV | |
|---|---|---|
Pros |
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Cons |
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SSO | RDV |
|---|---|
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 |