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Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 6 |
Median incremental investment | $684.60 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,064.24 | $1,394.00 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | SSO | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | 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 29.74m 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. |
Top 3 holdings | Verizon Communications Inc (3.39 %) Conagra Brands Inc (3.28 %) Altria Group Inc (3.12 %) | Westgold Resources Ltd (2.19 %) Greatland Resources Ltd (2.16 %) Regis Resources Ltd (2.00 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.35 % | 0.5 % |
Key Summary
ZYUS | SSO | |
|---|---|---|
Issuer | ETFS | State Street |
Tracking index | S&P 500 Low Volatility High Dividend Index | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.5 % |
Price | $14.64 | $16.40 |
Size | $77.219 million | $29.790 million |
10Y return | 31.89 % | 55.01 % |
Annual distribution yield (5Y) | 4.55 % | 5.74 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 6 |
Median incremental investment | $684.60 | $3,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,064.24 | $1,394.00 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | SSO | |
|---|---|---|
Pros |
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Cons |
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ZYUS | SSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |