Back
Compare AU
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 | $682.66 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,996.56 | $1,506.82 |
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 30.3m 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 (3.52 %) Conagra Brands Inc (3.14 %) Altria Group Inc (3.11 %) | Greatland Resources Ltd (2.20 %) Regis Resources Ltd (2.20 %) Westgold Resources Ltd (2.19 %) |
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 | $14.00 | $15.70 |
Size | $76.971 million | $29.170 million |
10Y return | 19.66 % | 35.46 % |
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 | $682.66 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,996.56 | $1,506.82 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | SSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |