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Compare IOZ 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 iShares Core S&P/ASX 200 ETF (IOZ) and the State Street 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
IOZ | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 970 | 410 |
Median incremental investment | $997.39 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,921.67 | $5,121.45 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | STW | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6422.33m in AUM and 204 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (11.23 %) BHP GROUP LTD (10.03 %) WESTPAC BANKING CORPORATION CORP (5.35 %) | Commonwealth Bank of Australia (10.74 %) BHP Group Ltd (10.54 %) Westpac Banking Corp (4.97 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.05 % | 0 % |
Key Summary
IOZ | STW | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P ASX 200 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0 % |
Price | $34.80 | $77.84 |
Size | $8.578 billion | $6.367 billion |
10Y return | 58.04 % | 56.75 % |
Annual distribution yield (5Y) | 4.10 % | 4.38 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 970 | 410 |
Median incremental investment | $997.39 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,921.67 | $5,121.45 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | STW | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |