Compare AU

Compare SPY vs. HGBL

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P 500 ETF Trust

ASX

Buy

Buy

Overview
Performance

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 Trust (SPY) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

HGBL

Popularity

Low

Low

Pearlers invested

209

58

Median incremental investment

$1,185.50

$3,998.73

Median investment frequency

Monthly

Monthly

Median total investment

$2,802.00

$15,974.14

Average age group

26 - 35

26 - 35


Key Summary

SPY

HGBL

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

Top 3 holdings

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

Betashares Global Shares ETF (100.00 %)

Top 3 industries

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.0945 %

0.11 %


Key Summary

SPY

HGBL

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 %

0.11 %

Price

$939.93

$68.10

Size

$958.570 billion

$1.064 billion

10Y return

278.88 %

N/A

Annual distribution yield (5Y)

1.31 %

0.43 %

Market

ASX

ASX

First listed date

13/10/2014

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

SPY

HGBL

Popularity

Low

Low

Pearlers invested

209

58

Median incremental investment

$1,185.50

$3,998.73

Median investment frequency

Monthly

Monthly

Median total investment

$2,802.00

$15,974.14

Average age group

26 - 35

26 - 35


Pros and Cons

SPY

HGBL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SPY

HGBL

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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