Compare AU
Compare STW vs. GOAT
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 S&P Aussie 200 (STW) and the Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 47 |
Median incremental investment | $1,002.28 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,432.08 | $2,610.38 |
Average age group | > 35 | > 35 |
Key Summary
STW | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (55.60 %) Materials (17.10 %) Health Care (11.24 %) | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.05 % | 0.55 % |
Key Summary
STW | GOAT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P ASX 200 | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.55 % |
Price | $75.12 | $27.77 |
Size | $5.718 billion | $41.040 million |
10Y return | 52.84 % | N/A |
Annual distribution yield (5Y) | 5.64 % | 2.60 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 47 |
Median incremental investment | $1,002.28 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,432.08 | $2,610.38 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | GOAT | |
|---|---|---|
Pros |
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Cons |
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STW | GOAT |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |