Compare AU
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 SPDR S&P/ASX 200 Fund (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 | 746 | 359 |
Median incremental investment | $1,006.27 | $1,007.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,343.77 | $4,503.04 |
Average age group | 26 - 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 SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5544.33m in AUM and 204 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 | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) | Commonwealth Bank of Australia (10.53 %) BHP Group Ltd (8.15 %) CSL Ltd (5.18 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | Financials (55.31 %) Materials (17.25 %) Health Care (10.69 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.05 % | 0.05 % |
Key Summary
IOZ | STW | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.05 % |
Price | $31.64 | $70.69 |
Size | $6.643 billion | $5.562 billion |
10Y return | 25.11 % | 29.87 % |
Annual distribution yield (5Y) | 5.33 % | 5.67 % |
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 | 746 | 359 |
Median incremental investment | $1,006.27 | $1,007.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,343.77 | $4,503.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | STW | |
|---|---|---|
Pros |
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Cons |
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IOZ | STW |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |