Compare AU

Compare SPY vs. IGB

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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

IGB

Popularity

Low

Low

Pearlers invested

209

4

Median incremental investment

$1,192.00

$829.08

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$1,863.90

Average age group

26 - 35

26 - 35


Key Summary

SPY

IGB

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).

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.0945 %

0.26 %


Key Summary

SPY

IGB

Issuer

SPDR

iShares

Tracking index

S&P 500

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.0945 %

0.26 %

Price

$950.52

$98.10

Size

$1.005 trillion

$372.991 million

10Y return

288.13 %

-7.28 %

Annual distribution yield (5Y)

1.31 %

1.75 %

Market

ASX

ASX

First listed date

13/10/2014

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

SPY

IGB

Popularity

Low

Low

Pearlers invested

209

4

Median incremental investment

$1,192.00

$829.08

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$1,863.90

Average age group

26 - 35

26 - 35


Pros and Cons

SPY

IGB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

IGB

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

Home