Compare AU

Compare STW vs. ESGI

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

S&P Aussie 200

ASX

Buy

Buy

Overview
Performance

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 S&P Aussie 200 (STW) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

STW

ESGI

Popularity

Low

Medium

Pearlers invested

346

1,227

Median incremental investment

$1,001.76

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,450.96

$1,904.85

Average age group

> 35

26 - 35


Key Summary

STW

ESGI

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 5535.91m 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.

The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes.

Top 3 holdings

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

ASML Holding NV (5.16 %)

Novo Nordisk AS Class B (5.00 %)

Adobe Inc (4.71 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Information Technology (54.21 %)

Health Care (20.75 %)

Other (15.14 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Management fee

0.05 %

0.55 %


Key Summary

STW

ESGI

Issuer

SPDR

VanEck

Tracking index

S&P ASX 200

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.55 %

Price

$75.12

$37.16

Size

$5.670 billion

$202.822 million

10Y return

52.84 %

N/A

Annual distribution yield (5Y)

5.64 %

3.26 %

Market

ASX

ASX

First listed date

27/08/2001

08/03/2018

Purchase fee

$6.50

$6.50


Community Stats

STW

ESGI

Popularity

Low

Medium

Pearlers invested

346

1,227

Median incremental investment

$1,001.76

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,450.96

$1,904.85

Average age group

> 35

26 - 35


Pros and Cons

STW

ESGI

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

STW

ESGI

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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