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Compare AU
Compare STW vs. HVST
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 State Street SPDR S&P/ASX 200 ETF (STW) and the Betashares Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 79 |
Median incremental investment | $1,000.00 | $990.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,173.74 | $1,940.28 |
Average age group | > 35 | > 35 |
Key Summary
STW | HVST | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6422.33m in AUM and 204 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 283.85m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Commonwealth Bank of Australia (10.80 %) BHP Group Ltd (10.46 %) Westpac Banking Corp (4.91 %) | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.84 %) BHP GROUP LTD (9.88 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) |
Management fee | 0 % | 0.0065 % |
Key Summary
STW | HVST | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.0065 % |
Price | $78.39 | $13.11 |
Size | $6.285 billion | $279.492 million |
10Y return | 54.92 % | -37.00 % |
Annual distribution yield (5Y) | 4.38 % | 5.25 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 79 |
Median incremental investment | $1,000.00 | $990.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,173.74 | $1,940.28 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | HVST | |
|---|---|---|
Pros |
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Cons |
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STW | HVST |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |