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Compare IMLC 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 IML Concentrated Aus Share Fund - Active ETF (IMLC) and the SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMLC | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 399 |
Median incremental investment | $997.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,182.32 | $5,060.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMLC | STW | |
|---|---|---|
Strategy | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis. | 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 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | CSL Ltd (10.36 %) The Lottery Corp Ltd (8.48 %) Brambles Ltd (8.40 %) | Commonwealth Bank of Australia (10.12 %) BHP Group Ltd (8.05 %) Westpac Banking Corp (5.07 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.993 % | 0 % |
Key Summary
IMLC | STW | |
|---|---|---|
Issuer | IML | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.993 % | 0 % |
Price | $4.33 | $77.86 |
Size | N/A | $6.187 billion |
10Y return | N/A | 63.02 % |
Annual distribution yield (5Y) | 2.35 % | 4.25 % |
Market | ASX | ASX |
First listed date | 31/07/2023 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMLC | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 399 |
Median incremental investment | $997.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,182.32 | $5,060.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMLC | STW | |
|---|---|---|
Pros |
| |
Cons |
|
IMLC | 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 |