Compare AU
Compare IAF vs. STW
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 Bloomberg Aussie Bonds (IAF) and the S&P Aussie 200 (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 501 | 346 |
Median incremental investment | $1,126.90 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,657.20 | $4,465.12 |
Average age group | > 35 | > 35 |
Key Summary
IAF | STW | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5535.91m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.15 % | 0.05 % |
Key Summary
IAF | STW | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.05 % |
Price | $102.20 | $75.68 |
Size | $2.649 billion | $5.670 billion |
10Y return | -3.62 % | 52.86 % |
Annual distribution yield (5Y) | 1.89 % | 5.64 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 501 | 346 |
Median incremental investment | $1,126.90 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,657.20 | $4,465.12 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | STW | |
|---|---|---|
Pros |
| |
Cons |
|
IAF | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |