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Compare SPY vs. QMIX

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 SPDR MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

QMIX

Popularity

Low

Low

Pearlers invested

208

16

Median incremental investment

$1,183.25

$2,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,819.79

$4,087.22

Average age group

26 - 35

> 35


Key Summary

SPY

QMIX

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).

QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 182.08m in AUM and 1052 holdings. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested.

Top 3 holdings

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

Apple Inc (2.50 %)

Microsoft Corp (2.32 %)

Meta Platforms Inc Class A (1.86 %)

Top 3 industries

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Information Technology (40.97 %)

Health Care (22.07 %)

Communication Services (18.54 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.0945 %

0.18 %


Key Summary

SPY

QMIX

Issuer

SPDR

SPDR

Tracking index

S&P 500

MSCI WORLD FACTOR MIX A-SERIES INDEX - USD

Asset class

ETF

ETF

Management fee

0.0945 %

0.18 %

Price

$945.45

$32.31

Size

$958.570 billion

$190.987 million

10Y return

280.60 %

N/A

Annual distribution yield (5Y)

1.31 %

4.03 %

Market

ASX

ASX

First listed date

13/10/2014

14/09/2015

Purchase fee

$6.50

$6.50


Community Stats

SPY

QMIX

Popularity

Low

Low

Pearlers invested

208

16

Median incremental investment

$1,183.25

$2,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,819.79

$4,087.22

Average age group

26 - 35

> 35


Pros and Cons

SPY

QMIX

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

QMIX

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

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