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 S&P US 500 (IVV) and the S&P Aussie 200 (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 | 12,553 | 346 |
Median incremental investment | $1,000.00 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $4,432.08 |
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 5766.44m in AUM and 203 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (55.60 %) Materials (17.10 %) Health Care (11.24 %) |
Top 3 countries | United States (99.92 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.04 % | 0.05 % |
Key Summary
IVV | STW | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.05 % |
Price | $63.52 | $75.12 |
Size | $10.979 billion | $5.718 billion |
10Y return | 287.25 % | 52.84 % |
Annual distribution yield (5Y) | 13.82 % | 5.64 % |
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 | 12,553 | 346 |
Median incremental investment | $1,000.00 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $4,432.08 |
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 |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |