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Compare AU
Compare IVV 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 500 ETF (IVV) 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
IVV | STW | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 17,096 | 385 |
Median incremental investment | $993.50 | $1,001.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,885.80 | $4,847.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | STW | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 6060.86m 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (11.79 %) BHP Group Ltd (7.07 %) National Australia Bank Ltd (4.64 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (56.91 %) Materials (15.32 %) Health Care (9.58 %) |
Top 3 countries | United States (99.92 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.04 % | 0 % |
Key Summary
IVV | STW | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $62.05 | $76.34 |
Size | $10.777 billion | $6.033 billion |
10Y return | 234.15 % | 42.24 % |
Annual distribution yield (5Y) | 10.73 % | 5.77 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | STW | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 17,096 | 385 |
Median incremental investment | $993.50 | $1,001.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,885.80 | $4,847.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | STW | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |