Compare AU
Compare MTUM vs. SPY
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 Betashares Australian Momentum ETF (MTUM) and the SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 258 |
Median incremental investment | $400.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,187.10 | $2,521.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
MTUM | SPY | |
|---|---|---|
Strategy | N/A | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | Apple Inc (6.92 %) Microsoft Corp (5.95 %) NVIDIA Corp (5.68 %) |
Top 3 industries | Financials (49.86 %) Consumer Discretionary (12.91 %) Industrials (8.99 %) | Information Technology (59.84 %) Consumer Discretionary (15.98 %) Communication Services (13.53 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0 % | 0.0945 % |
Key Summary
MTUM | SPY | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P 500 | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.0945 % |
Price | $26.09 | $840.44 |
Size | N/A | $859.921 billion |
10Y return | N/A | 210.13 % |
Annual distribution yield (5Y) | 0.19 % | 1.33 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 258 |
Median incremental investment | $400.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,187.10 | $2,521.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MTUM | SPY | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | SPY |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |