Compare AU
Compare SPY vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 5 |
Median incremental investment | $1,192.00 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $1,135.13 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SPY | ISLM | |
|---|---|---|
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). | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 0.0945 % | 1.89 % |
Key Summary
SPY | ISLM | |
|---|---|---|
Issuer | SPDR | Hejaz |
Tracking index | S&P 500 | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 1.89 % |
Price | $950.52 | $1.125 |
Size | $958.570 billion | N/A |
10Y return | 288.13 % | N/A |
Annual distribution yield (5Y) | 1.31 % | - % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 5 |
Median incremental investment | $1,192.00 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $1,135.13 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SPY | ISLM | |
|---|---|---|
Pros |
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Cons |
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SPY | ISLM |
|---|---|
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 |