Compare AU
Compare SPY vs. IXJ
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 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 241 |
Median incremental investment | $1,192.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $1,668.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SPY | IXJ | |
|---|---|---|
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). | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (99.97 %) |
Management fee | 0.0945 % | 0.46 % |
Key Summary
SPY | IXJ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | S&P Global 1200 Healthcare Sector Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.46 % |
Price | $950.52 | $139.00 |
Size | $1.005 trillion | $1.414 billion |
10Y return | 288.13 % | 126.37 % |
Annual distribution yield (5Y) | 1.31 % | 1.26 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 241 |
Median incremental investment | $1,192.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $1,668.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SPY | IXJ | |
|---|---|---|
Pros |
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Cons |
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SPY | IXJ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |