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Compare STW vs. BANK
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/ASX 200 ETF (STW) and the Global X Australian Bank Credit ETF (BANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | BANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 15 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,392.83 | $2,964.85 |
Average age group | > 35 | > 35 |
Key Summary
STW | BANK | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6788.12m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 186.83m in AUM and 139 holdings. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. |
Top 3 holdings | BHP Group Ltd (11.50 %) Commonwealth Bank of Australia (9.53 %) National Australia Bank Ltd (4.28 %) | National Australia Bank Ltd Hybrid Security (3.19 %) National Australia Bank Ltd Hybrid Securiy (2.73 %) Westpac Banking Corp Cap Note 3-bbsw+3.10% Perp Non-cum Red T-09-31 (2.46 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | |
Management fee | 0 % | 0.25 % |
Key Summary
STW | BANK | |
|---|---|---|
Issuer | State Street | Global X |
Tracking index | S&P ASX 200 | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0 % | 0.25 % |
Price | $80.51 | $9.86 |
Size | $6.792 billion | $186.999 million |
10Y return | 59.24 % | N/A |
Annual distribution yield (5Y) | 4.43 % | 3.53 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | BANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 15 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,392.83 | $2,964.85 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | BANK | |
|---|---|---|
Pros |
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Cons |
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STW | BANK |
|---|---|
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 |