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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, shares and ETFs are a popular choice. Two options in the ASX are SSO and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SSO | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 27 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,537.84 | $16,260.45 |
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 ETF currently has 30.3m in AUM and 197 holdings. 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 3463.78m in AUM and 36 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 | Westgold Resources Ltd (2.35 %) Greatland Resources Ltd (2.34 %) Regis Resources Ltd (2.29 %) | VanEck Australian Subordinated Debt ETF (100 %) |
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 | $16.36 | $25.21 |
Size | $29.170 million | $3.464 billion |
10Y return | 41.16 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.74 % | 3.45 % |
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 | 27 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,537.84 | $16,260.45 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | SUBD | |
|---|---|---|
Pros |
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Cons |
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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 |