Compare AU

Compare STW vs. GPEQ

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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

STW

GPEQ

Popularity

Low

Low

Pearlers invested

346

30

Median incremental investment

$1,002.28

$795.59

Median investment frequency

Monthly

Monthly

Median total investment

$4,484.00

$1,982.12

Average age group

> 35

> 35


Key Summary

STW

GPEQ

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.

GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Commonwealth Bank of Australia (10.38 %)

BHP Group Ltd (7.95 %)

CSL Ltd (5.39 %)

Blackstone Inc (9.96 %)

KKR & Co Inc Ordinary Shares (9.75 %)

Apollo Global Management Inc Class A (9.41 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Financials (100.00 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (70.14 %)

Switzerland (8.64 %)

Sweden (6.30 %)

Management fee

0.05 %

0.65 %


Key Summary

STW

GPEQ

Issuer

SPDR

VanEck

Tracking index

S&P ASX 200

LPX 50 Index

Asset class

ETF

ETF

Management fee

0.05 %

0.65 %

Price

$75.68

$25.97

Size

$5.670 billion

$43.162 million

10Y return

52.37 %

N/A

Annual distribution yield (5Y)

5.64 %

1.49 %

Market

ASX

ASX

First listed date

27/08/2001

24/11/2021

Purchase fee

$6.50

$6.50


Community Stats

STW

GPEQ

Popularity

Low

Low

Pearlers invested

346

30

Median incremental investment

$1,002.28

$795.59

Median investment frequency

Monthly

Monthly

Median total investment

$4,484.00

$1,982.12

Average age group

> 35

> 35


Pros and Cons

STW

GPEQ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

STW

GPEQ

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

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