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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 State Street SPDR S&P 500 ETF (SPY) and the State Street SPDR S&P/ASX 200 ETF (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 | 313 | 407 |
Median incremental investment | $1,193.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,822.97 | $5,162.35 |
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 SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6281.65m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | NVIDIA Corp (7.60 %) Apple Inc (6.82 %) Microsoft Corp (5.05 %) | Commonwealth Bank of Australia (11.01 %) BHP Group Ltd (9.69 %) Westpac Banking Corp (5.27 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.0945 % | 0 % |
Key Summary
SPY | STW | |
|---|---|---|
Issuer | SPDR | State Street |
Tracking index | S&P 500 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0 % |
Price | $940.99 | $77.05 |
Size | $946.494 billion | $6.259 billion |
10Y return | 246.72 % | 63.14 % |
Annual distribution yield (5Y) | 1.13 % | 4.28 % |
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 | 313 | 407 |
Median incremental investment | $1,193.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,822.97 | $5,162.35 |
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 |