Compare AU
Compare SPY vs. BGBL
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 SPDR S&P 500 ETF (SPY) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 491 |
Median incremental investment | $1,200.00 | $2,021.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,809.54 | $9,761.90 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SPY | BGBL | |
|---|---|---|
Strategy | 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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Apple Inc (6.73 %) Microsoft Corp (6.20 %) NVIDIA Corp (5.68 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.82 %) APPLE INC (4.51 %) |
Top 3 industries | Information Technology (59.88 %) Consumer Discretionary (15.98 %) Communication Services (13.31 %) | Other (30.65 %) Information Technology (22.93 %) Financials (8.96 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.0945 % | 0.08 % |
Key Summary
SPY | BGBL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.08 % |
Price | $904.77 | $72.85 |
Size | $914.923 billion | N/A |
10Y return | 231.45 % | N/A |
Annual distribution yield (5Y) | 1.24 % | 0.35 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 491 |
Median incremental investment | $1,200.00 | $2,021.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,809.54 | $9,761.90 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SPY | BGBL | |
|---|---|---|
Pros |
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Cons |
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SPY | BGBL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |