Compare AU
Compare STW vs. IJR
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 S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 80 |
Median incremental investment | $1,002.28 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $6,638.50 |
Average age group | > 35 | > 35 |
Key Summary
STW | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | United States (98.93 %) |
Management fee | 0.05 % | 0.07 % |
Key Summary
STW | IJR | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P ASX 200 | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.07 % |
Price | $75.44 | $194.52 |
Size | $5.670 billion | $736.752 million |
10Y return | 53.49 % | 192.40 % |
Annual distribution yield (5Y) | 5.64 % | 1.24 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 80 |
Median incremental investment | $1,002.28 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $6,638.50 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | IJR | |
|---|---|---|
Pros |
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Cons |
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STW | IJR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |