Compare AU
Compare USIG vs. SMLL
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 USIG and SMLL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $663.53 | $1,994.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,241.60 | $4,155.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | SMLL | |
|---|---|---|
Strategy | N/A | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 96.67m in AUM and 64 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | Global X Usd Corporate Bond ETF (Currency Hedged) (100 %) | SPI 200 FUTURES MAR25 (0 %) INCITEC PIVOT LTD (5.84 %) CLEANAWAY WASTE MANAGEMENT LTD (5.76 %) |
Top 3 industries | Materials (28.18 %) Consumer Discretionary (24.13 %) Industrials (12.12 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0 % | 0.39 % |
Key Summary
USIG | SMLL | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.39 % |
Price | $9.60 | $3.48 |
Size | N/A | $95.855 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.57 % | 5.20 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $663.53 | $1,994.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,241.60 | $4,155.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | SMLL | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | SMLL |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |