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Compare SMLL vs. BOND
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 Australian Small Companies Select ETF (SMLL) and the State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 11 |
Median incremental investment | $2,029.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,108.70 | $586.73 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | BOND | |
|---|---|---|
Strategy | 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 335.1m in AUM and 59 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. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 51.4m in AUM and 262 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | SPI 200 FUTURES SEP26 (0 %) CLEANAWAY WASTE MANAGEMENT LTD (4.76 %) ANSELL LTD (4.36 %) | Australia (Commonwealth of) 3.75% (1.68 %) Australia (Commonwealth of) 4.25% (1.67 %) Australia (Commonwealth of) 4.75% (1.25 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | |
Top 3 countries | Australia (96.92 %) China (3.08 %) | |
Management fee | 0.39 % | 0.1 % |
Key Summary
SMLL | BOND | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.1 % |
Price | $4.26 | $25.51 |
Size | $349.991 million | $51.988 million |
10Y return | N/A | -5.24 % |
Annual distribution yield (5Y) | 4.29 % | 1.44 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 11 |
Median incremental investment | $2,029.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,108.70 | $586.73 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | BOND | |
|---|---|---|
Pros |
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Cons |
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SMLL | BOND |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |