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Compare AU
Compare USD vs. SSO
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 Betashares U.S. Dollar ETF (USD) and the State Street SPDR S&P/ASX Small Ordinaries ETF (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 | 5 | 6 |
Median incremental investment | $1,925.88 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $929.28 | $1,528.44 |
Average age group | > 35 | > 35 |
Key Summary
USD | SSO | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 28.11m in AUM and 204 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. |
Top 3 holdings | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) | Paladin Energy Ltd (1.94 %) Vault Minerals Ltd (1.55 %) Alcoa Corp Chess Depository Receipt (1.50 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | 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 | 0.45 % | 0.5 % |
Key Summary
USD | SSO | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.5 % |
Price | $14.10 | $16.14 |
Size | $56.942 million | $28.462 million |
10Y return | 11.90 % | 35.52 % |
Annual distribution yield (5Y) | 2.54 % | 5.74 % |
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 | 5 | 6 |
Median incremental investment | $1,925.88 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $929.28 | $1,528.44 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | SSO | |
|---|---|---|
Pros |
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Cons |
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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 |