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Compare AU
Compare ISO 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 S&P/ASX Small Ordinaries ETF (ISO) 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
ISO | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 411 |
Median incremental investment | $793.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,530.08 | $5,127.20 |
Average age group | > 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 129.9m in AUM and 200 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 State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6530.5m 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 | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | BHP Group Ltd (10.54 %) Commonwealth Bank of Australia (10.25 %) Westpac Banking Corp (4.52 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.55 % | 0 % |
Key Summary
ISO | STW | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P/ASX Small Ordinaries index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $5.04 | $78.88 |
Size | $125.151 million | $6.487 billion |
10Y return | 14.81 % | 54.18 % |
Annual distribution yield (5Y) | 4.15 % | 4.43 % |
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 | 11 | 411 |
Median incremental investment | $793.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,530.08 | $5,127.20 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | STW | |
|---|---|---|
Pros |
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Cons |
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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 |