Compare AU
Compare SPY vs. IISV
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 Trust (SPY) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 11 |
Median incremental investment | $1,192.75 | $665.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,861.37 | $4,559.49 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SPY | IISV | |
|---|---|---|
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). | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | RPMGlobal Holdings Ltd (7.77 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %) KKR & Co Inc Ordinary Shares (5.57 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Financials (50.65 %) Consumer Discretionary (15.93 %) Information Technology (14.85 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.0945 % | 0.97 % |
Key Summary
SPY | IISV | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P 500 | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.97 % |
Price | $954.72 | $3.51 |
Size | $977.528 billion | N/A |
10Y return | 269.77 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 0.07 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 11 |
Median incremental investment | $1,192.75 | $665.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,861.37 | $4,559.49 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SPY | IISV | |
|---|---|---|
Pros |
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Cons |
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SPY | IISV |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |