Compare AU

Compare STW vs. INES

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, shares and ETFs are a popular choice. Two options in the ASX are STW and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

STW

INES

Popularity

Low

Low

Pearlers invested

346

21

Median incremental investment

$1,002.28

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,465.12

$4,413.52

Average age group

> 35

> 35


Key Summary

STW

INES

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.

INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth.

Top 3 holdings

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.05 %

0.97 %


Key Summary

STW

INES

Issuer

SPDR

Intelligent Investor

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

0.97 %

Price

$75.68

$3.44

Size

$5.670 billion

$74.418 million

10Y return

52.86 %

N/A

Annual distribution/ dividend yield (5Y)

5.64 %

4.41 %

Market

ASX

ASX

First listed date

27/08/2001

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

STW

INES

Popularity

Low

Low

Pearlers invested

346

21

Median incremental investment

$1,002.28

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,465.12

$4,413.52

Average age group

> 35

> 35


Pros and Cons

STW

INES

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

STW

INES

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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