Compare AU
Compare STW vs. ETHI
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 Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 349 | 3,377 |
Median incremental investment | $1,002.94 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $2,135.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
STW | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | Commonwealth Bank of Australia (10.40 %) BHP Group Ltd (8.13 %) CSL Ltd (5.40 %) | NVIDIA CORP (5.40 %) APPLE INC (5.28 %) VISA INC (3.73 %) |
Top 3 industries | Financials (55.40 %) Materials (16.89 %) Health Care (11.15 %) | Information Technology (27.64 %) Other (23.81 %) Financials (18.23 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) |
Management fee | 0.05 % | 0.59 % |
Key Summary
STW | ETHI | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P ASX 200 | Nasdaq Future Global Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.59 % |
Price | $74.48 | $16.18 |
Size | $5.499 billion | $3.562 billion |
10Y return | 46.33 % | N/A |
Annual distribution yield (5Y) | 5.64 % | 5.48 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 349 | 3,377 |
Median incremental investment | $1,002.94 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $2,135.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | ETHI | |
|---|---|---|
Pros |
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Cons |
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STW | ETHI |
|---|---|
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 |