Compare AU
Compare SSO vs. ROYL
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 BetaShares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $6,000.00 | $700.30 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,681.30 | $1,686.30 |
Average age group | > 35 | > 35 |
Key Summary
SSO | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Life360 Inc Chess Depository Interest (1.75 %) Alcoa Corp Chess Depository Receipt (1.71 %) Zip Co Ltd (1.47 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.5 % | 0.69 % |
Key Summary
SSO | ROYL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX Small Ordinaries index - AUD | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.69 % |
Price | $14.60 | $10.90 |
Size | $26.783 million | $9.731 million |
10Y return | 35.44 % | N/A |
Annual distribution yield (5Y) | 6.16 % | 1.27 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $6,000.00 | $700.30 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,681.30 | $1,686.30 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | ROYL | |
|---|---|---|
Pros |
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Cons |
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SSO | ROYL |
|---|---|
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 |