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 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 | 372 | 56 |
Median incremental investment | $1,002.43 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,383.11 | $2,552.55 |
Average age group | > 35 | > 35 |
Key Summary
STW | HVST | |
|---|---|---|
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 5677.07m in AUM and 202 holdings. The SPDR S&P/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. | 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 236.58m in AUM and 57 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 (11.15 %) BHP Group Ltd (7.92 %) CSL Ltd (4.85 %) | BETASHARES AUSTRALIA 200 ETF (24.88 %) BHP GROUP LTD (7.73 %) COMMONWEALTH BANK OF AUSTRALIA (5.33 %) |
Top 3 industries | Financials (56.04 %) Materials (16.48 %) Health Care (10.32 %) | Other (33.38 %) Financials (26.38 %) Materials (12.97 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.05 % | 0.65 % |
Key Summary
STW | HVST | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.65 % |
Price | $74.29 | $13.26 |
Size | $5.674 billion | $235.766 million |
10Y return | 35.91 % | -44.45 % |
Annual distribution yield (5Y) | 5.60 % | 8.87 % |
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 | 372 | 56 |
Median incremental investment | $1,002.43 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,383.11 | $2,552.55 |
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 |