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Compare SSO vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SSO | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 72 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,401.54 | $4,725.70 |
Average age group | > 35 | > 35 |
Key Summary
SSO | VDBA | |
|---|---|---|
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 28.32m in AUM and 199 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. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | Vault Minerals Ltd (2.02 %) Codan Ltd (1.76 %) Megaport Ltd (1.67 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.5 % | 0.27 % |
Key Summary
SSO | VDBA | |
|---|---|---|
Issuer | State Street | Vanguard |
Tracking index | S&P ASX Small Ordinaries | 20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.27 % |
Price | $14.91 | $60.20 |
Size | $28.147 million | $1.129 million |
10Y return | 11.94 % | N/A |
Annual distribution yield (5Y) | 5.93 % | 3.33 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SSO | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 72 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,401.54 | $4,725.70 |
Average age group | > 35 | > 35 |
Pros and Cons
SSO | VDBA | |
|---|---|---|
Pros |
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Cons |
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SSO | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |