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Compare ISO vs. STW

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P/ASX Small Ordinaries ETF

ASX

Buy

Buy

SPDR S&P/ASX 200 ETF

ASX

Overview
Performance

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 S&P/ASX Small Ordinaries ETF (ISO) 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

ISO

STW

Popularity

Low

Low

Pearlers invested

8

371

Median incremental investment

$520.00

$1,004.05

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$4,291.07

Average age group

26 - 35

> 35


Key Summary

ISO

STW

Strategy

ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 114.95m in AUM and 203 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance 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 5188.54m in AUM and 203 holdings. The SPDR S&P/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Commonwealth Bank of Australia (11.40 %)

BHP Group Ltd (7.96 %)

CSL Ltd (4.82 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Financials (56.06 %)

Materials (16.73 %)

Health Care (10.13 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.55 %

0.05 %


Key Summary

ISO

STW

Issuer

iShares

SPDR

Tracking index

S&P/ASX Small Ordinaries index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.55 %

0.05 %

Price

$4.68

$73.20

Size

$116.324 million

$5.540 billion

10Y return

17.00 %

34.61 %

Annual distribution yield (5Y)

5.09 %

5.60 %

Market

ASX

ASX

First listed date

09/12/2010

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

ISO

STW

Popularity

Low

Low

Pearlers invested

8

371

Median incremental investment

$520.00

$1,004.05

Median investment frequency

Monthly

Monthly

Median total investment

$1,762.93

$4,291.07

Average age group

26 - 35

> 35


Pros and Cons

ISO

STW

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

ISO

STW

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield