Compare AU

Compare USD vs. SSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares U.S. Dollar ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares U.S. Dollar ETF (USD) and the SPDR S&P/ASX Small Ordinaries Fund (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

USD

SSO

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$2,022.49

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,008.48

$1,705.45

Average age group

> 35

> 35


Key Summary

USD

SSO

Strategy

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.

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.

Top 3 holdings

AUD - AUSTRALIA DOLLAR (0.34 %)

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Financials (47.53 %)

Other (24.67 %)

Energy (22.19 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.45 %

0.5 %


Key Summary

USD

SSO

Issuer

BetaShares

SPDR

Tracking index

S&P/ASX Small Ordinaries index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.5 %

Price

$15.28

$14.83

Size

$79.391 million

$26.783 million

10Y return

28.62 %

37.57 %

Annual distribution yield (5Y)

1.74 %

6.16 %

Market

ASX

ASX

First listed date

01/02/2011

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

USD

SSO

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$2,022.49

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,008.48

$1,705.45

Average age group

> 35

> 35


Pros and Cons

USD

SSO

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

USD

SSO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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