Compare AU
Compare SPY vs. IXI
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 S&P Global 1200 Consumer Staples (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | IXI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 38 |
Median incremental investment | $1,192.75 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $2,223.45 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | IXI | |
---|---|---|
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). | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.0945 % | 0.4 % |
Key Summary
SPY | IXI | |
---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.4 % |
Price | $947.13 | $99.04 |
Size | $958.570 billion | $136.890 million |
10Y return | 288.09 % | 81.72 % |
Annual distribution yield (5Y) | 1.31 % | 2.18 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IXI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 38 |
Median incremental investment | $1,192.75 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $2,223.45 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | IXI | |
---|---|---|
Pros |
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Cons |
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SPY | IXI |
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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 |
Lower distribution yield | Higher distribution yield |