Compare AU
Compare SPY vs. WXOZ
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 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 | 207 | 11 |
Median incremental investment | $1,183.25 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,766.36 | $2,443.41 |
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 ETF currently has 405.4m in AUM and 763 holdings. 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 (7.14 %) Microsoft Corp (6.56 %) NVIDIA Corp (6.16 %) | Apple Inc (5.57 %) Microsoft Corp (4.63 %) NVIDIA Corp (4.49 %) |
Top 3 industries | Information Technology (62.32 %) Consumer Discretionary (14.80 %) Communication Services (13.14 %) | Information Technology (59.89 %) Communication Services (13.59 %) Health Care (8.88 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
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 | $926.40 | $48.18 |
Size | $958.570 billion | $418.103 million |
10Y return | 283.08 % | 115.96 % |
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 | 207 | 11 |
Median incremental investment | $1,183.25 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,766.36 | $2,443.41 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | WXOZ | |
|---|---|---|
Pros |
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Cons |
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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 |