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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 State Street SPDR S&P 500 ETF (SPY) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (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 | 313 | 25 |
Median incremental investment | $1,200.00 | $1,190.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,944.50 | $3,198.08 |
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 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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | NVIDIA Corp (7.81 %) Apple Inc (6.36 %) Microsoft Corp (6.00 %) | NVIDIA Corp (6.08 %) Apple Inc (5.67 %) Microsoft Corp (3.54 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) |
Management fee | 0.0945 % | 0.04 % |
Key Summary
SPY | WXOZ | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P 500 | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.04 % |
Price | $974.90 | $49.72 |
Size | $25.862 thousand | $642.363 million |
10Y return | 271.09 % | 123.36 % |
Annual distribution yield (5Y) | 1.15 % | 6.71 % |
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 | 313 | 25 |
Median incremental investment | $1,200.00 | $1,190.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,944.50 | $3,198.08 |
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 |