Compare AU
Compare STW vs. AEBD
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/ASX 200 Fund (STW) and the BetaShares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 349 | 1 |
Median incremental investment | $1,002.94 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $5,006.43 |
Average age group | > 35 | > 35 |
Key Summary
STW | AEBD | |
|---|---|---|
Strategy | 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 5766.44m 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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (10.40 %) BHP Group Ltd (8.13 %) CSL Ltd (5.40 %) | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.44 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.31 %) |
Top 3 industries | Financials (55.40 %) Materials (16.89 %) Health Care (11.15 %) | |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.05 % | 0 % |
Key Summary
STW | AEBD | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P ASX 200 | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0 % |
Price | $74.48 | $50.57 |
Size | $5.499 billion | N/A |
10Y return | 46.33 % | N/A |
Annual distribution yield (5Y) | 5.64 % | 0.05 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 349 | 1 |
Median incremental investment | $1,002.94 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $5,006.43 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | AEBD | |
|---|---|---|
Pros |
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Cons |
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STW | AEBD |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |