Compare AU
Compare SPY vs. STW
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 Aussie 200 (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 346 |
Median incremental investment | $1,192.75 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $4,484.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | STW | |
|---|---|---|
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). | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5535.91m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.0945 % | 0.05 % |
Key Summary
SPY | STW | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P 500 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.05 % |
Price | $947.13 | $75.68 |
Size | $958.570 billion | $5.670 billion |
10Y return | 288.09 % | 52.37 % |
Annual distribution yield (5Y) | 1.31 % | 5.64 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 346 |
Median incremental investment | $1,192.75 | $1,002.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $4,484.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | STW | |
|---|---|---|
Pros |
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Cons |
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SPY | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |