Compare AU

Compare STW vs. FHCO

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, shares and ETFs are a popular choice. Two options in the ASX are STW and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

STW

FHCO

Popularity

Low

N/A

Pearlers invested

346

0

Median incremental investment

$1,002.28

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,465.12

$0

Average age group

> 35

N/A


Key Summary

STW

FHCO

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.

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

Top 3 holdings

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.05 %

0.85 %


Key Summary

STW

FHCO

Issuer

SPDR

Fidelity

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

0.85 %

Price

$75.68

$9.93

Size

$5.670 billion

$954.226 thousand

10Y return

52.86 %

N/A

Annual distribution/ dividend yield (5Y)

5.64 %

2.53 %

Market

ASX

ASX

First listed date

27/08/2001

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

STW

FHCO

Popularity

Low

N/A

Pearlers invested

346

0

Median incremental investment

$1,002.28

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,465.12

$0

Average age group

> 35

N/A


Pros and Cons

STW

FHCO

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

FHCO

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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