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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 ETF (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 | 397 | 1 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,966.65 | $5,050.98 |
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 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | 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 (9.99 %) BHP Group Ltd (8.20 %) Westpac Banking Corp (5.03 %) | AUD - AUSTRALIA DOLLAR (1.51 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.48 %) KOMMUNALBANKEN AS 5.25% APR-34 (1.41 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.34 % |
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 % | 0.34 % |
Price | $76.39 | $51.39 |
Size | $6.187 billion | $61.643 million |
10Y return | 52.78 % | N/A |
Annual distribution yield (5Y) | 4.25 % | 1.89 % |
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 | 397 | 1 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,966.65 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | AEBD | |
|---|---|---|
Pros |
| |
Cons |
|
STW | AEBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |