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Compare AU
Compare SSO vs. USD
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 Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 5 |
Median incremental investment | $1,000.00 | $1,873.55 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,455.12 | $947.76 |
Average age group | > 35 | > 35 |
Key Summary
SSO | USD | |
|---|---|---|
Strategy | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 30.3m in AUM and 197 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | Greatland Resources Ltd (2.09 %) Regis Resources Ltd (2.03 %) Westgold Resources Ltd (1.98 %) | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | |
Management fee | 0.5 % | 0.45 % |
Key Summary
SSO | USD | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.45 % |
Price | $15.47 | $14.23 |
Size | $28.002 million | $53.280 million |
10Y return | 35.94 % | 10.48 % |
Annual distribution yield (5Y) | 5.74 % | 2.54 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 5 |
Median incremental investment | $1,000.00 | $1,873.55 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,455.12 | $947.76 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | USD | |
|---|---|---|
Pros |
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Cons |
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SSO | USD |
|---|---|
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 |