Compare AU

Compare SPY vs. WXOZ

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 S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

WXOZ

Popularity

Low

Low

Pearlers invested

209

11

Median incremental investment

$1,192.75

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,861.37

$2,513.28

Average age group

26 - 35

> 35


Key Summary

SPY

WXOZ

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).

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

Apple Inc (6.14 %)

Microsoft Corp (4.81 %)

NVIDIA Corp (4.51 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Information Technology (57.87 %)

Communication Services (14.35 %)

Consumer Discretionary (10.59 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.0945 %

0.07 %


Key Summary

SPY

WXOZ

Issuer

SPDR

SPDR

Tracking index

S&P 500

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.0945 %

0.07 %

Price

$953.79

$49.28

Size

$977.528 billion

$428.821 million

10Y return

269.41 %

111.87 %

Annual distribution yield (5Y)

1.31 %

5.73 %

Market

ASX

ASX

First listed date

13/10/2014

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

SPY

WXOZ

Popularity

Low

Low

Pearlers invested

209

11

Median incremental investment

$1,192.75

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,861.37

$2,513.28

Average age group

26 - 35

> 35


Pros and Cons

SPY

WXOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

SPY

WXOZ

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

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