Compare AU

Compare STW vs. BANK

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Fund

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are STW and BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

STW

BANK

Popularity

Low

Low

Pearlers invested

359

14

Median incremental investment

$1,003.70

$995.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,532.38

$1,002.00

Average age group

> 35

> 35


Key Summary

STW

BANK

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 5728.92m in AUM and 204 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.

BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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

Commonwealth Bank of Australia (10.68 %)

BHP Group Ltd (8.01 %)

CSL Ltd (5.17 %)

Global X Australian Bank Credit ETF (100 %)

Top 3 industries

Financials (56.49 %)

Materials (16.69 %)

Consumer Discretionary (10.99 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.05 %

0.25 %


Key Summary

STW

BANK

Issuer

SPDR

Global X

Tracking index

S&P ASX 200

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.05 %

0.25 %

Price

$76.65

$10.02

Size

$5.735 billion

$44.743 million

10Y return

40.87 %

N/A

Annual distribution/ dividend yield (5Y)

5.67 %

0.62 %

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

359

14

Median incremental investment

$1,003.70

$995.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,532.38

$1,002.00

Average age group

> 35

> 35


Pros and Cons

STW

BANK

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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