Back
Compare AU
Compare SSO vs. SUBD
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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO) and the VanEck Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 33 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,517.16 | $15,031.12 |
Average age group | > 35 | > 35 |
Key Summary
SSO | SUBD | |
|---|---|---|
Strategy | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3568.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Paladin Energy Ltd (1.81 %) Vault Minerals Ltd (1.57 %) Alcoa Corp Chess Depository Receipt (1.48 %) | ANZ Group Holdings Ltd. (5.60 %) Commonwealth Bank of Australia (4.65 %) Westpac Banking Corp. (4.62 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | |
Management fee | 0.5 % | 0.29 % |
Key Summary
SSO | SUBD | |
|---|---|---|
Issuer | State Street | VanEck |
Tracking index | S&P ASX Small Ordinaries | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.29 % |
Price | $16.14 | $25.22 |
Size | $28.132 million | $3.578 billion |
10Y return | 38.54 % | N/A |
Annual distribution yield (5Y) | 5.74 % | 3.50 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 33 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,517.16 | $15,031.12 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | SUBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SSO | SUBD |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |